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Tag: Value Investing

TwinPeak Capital’s 1Q17 NAV Results (Excerpts)

Below are excerpts from the quarterly report of TwinPeak Capital, a private family office we manage. (Excerpt) June 30, 2016 TwinPeak Capital NAV (the “TWIN”) increased 7.10% versus a 8.45%...

The 4 Different Types of Growth

It is broadly true that growth is a very strong, if not the strongest, driver of stock valuations. However, the impact of growth depends...

Investment Framework: Assets with Limited Lifespans

Investing in assets with limited lifespans requires a different framework. An investor’s choice Consider an investor who is faced with the following choices: Choice A: He can...

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