Tags Value Investing

Tag: Value Investing

Investment Framework: Operating Leverage

We, as retail investors, tend to extrapolate financial performance into the future. It’s a simple and useful technique of gauging normalized earnings power, provided...

Thoughts on UPP recent acquisitions

On 5th October, UPP announced the following corporate activity: Acquisition of 58.3% of Canadian-listed Taiga Building Products (“Taiga”) for C$18.9mn Purchase of C$46.0mn principal...

7 Sources of Competitive Advantage

Investors love quality stocks that deliver high returns and low capital intensity. Having a sustainable competitive advantage is the only way a company can...