PinnedGiles CapitalWarren Buffett’s Punch Card MentalityEvery month we’ll be sharing some of our process and thinking around our investing. Previously we’ve discussed investing in the Covid…Jun 15, 2021Jun 15, 2021
PinnedGiles CapitalWhy we’re bullish on MagnaEvery month we’ll be sharing a breakdown on our past or present investments. Previously we’ve discussed our investments in Rolls-Royce in…May 18, 2021May 18, 2021
PinnedGiles CapitalSushiro takes on the worldSushiro (Food & Life Companies Ltd TYO: 3563) has been aggressively expanding overseas.Apr 14, 2021Apr 14, 2021
PinnedGiles CapitalWill Rolls-Royce fly high again?Rolls-Royce (RR) stock is down 46% from it’s pre-covid price. It’s equivalent ADR stock, (RYCEY) is down even further.Mar 27, 2021Mar 27, 2021
Giles CapitalA review of the Giles Capital portfolioOur portfolio performance over the last yearNov 11, 2021Nov 11, 2021
Giles CapitalA reader asks: Is TSMC a good investment?Occasionally we’ll answer reader’s questions when it aligns with our possible portfolio interests. Today we’ll look at the prospects of a…Oct 18, 2021Oct 18, 2021
Giles CapitalThe A2 Milk CompanyEvery month we’ll be sharing a breakdown on our past or present investments. Previously we’ve discussed our investments in Food & Life…Oct 17, 2021Oct 17, 2021
