Archive - Stock Doctor

38% Net Margin, PE 8, 21% growth. Kaspi is my biggest holding.

A rare combination of quality with a deep value price.

Jun 14 •

May 2025

Case Study: Berkshire's big bet on Apple in 2016

Understanding an all-time great investment.

May 5 •

April 2025

March 2025

WISE: Competing for a trillion dollar market (PART 1)

Wise Plc could become a fintech giant by powering global currency exchange.

Mar 27 •

What is the optimal number of stocks?

The case for portfolio concentration for the small investor

Mar 13

Eagle Materials (EXP): Cementing outstanding returns

How I learned to love the (unloved) cement industry.

Mar 5 •

Land is the real inflation hedge, exploring farmland stocks and other options

"Buy land, they’re not making it anymore."

Mar 3 •

February 2025

Novo Nordisk: A supreme cash flow machine

No, it is not overvalued.

Feb 25 •

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