Tags » Investment Thesis

Ritchie Bros. Auctioneers - RBA investment thesis

Beautiful British Columbia is home to a number of high flying stock market darlings.  Lululemon is the premiere yoga brand.  EA sports.  The largest number of publicly traded mining companies in the world – from giants Teck and Goldcorp to junior exploration companies.   804 more words


Straits Trading Co Ltd: A Transformed Century Old Company

First of the three investment thesis!!


- Corporate transformation has been largely completed

- Substantial stakes in a 25.5 billion asset management firm and a new co-investment vehicle (SRE) with founder of ARA to complement existing portfolio of real estate, to create a real estate ecosystem and to pursue real estate investment opportunities. 940 more words

There is no Spoon

I was invited to give a lecture to the class of MBA students at Reykjavik University. The topic I am going to talk about is “There is no… 473 more words


Energy is the next frontier

I saw the movie Interstellar over the weekend. I really liked the movie, facts and science aside, I like the human side of the story. Without sounding too mushy, I believe that Love does transcend time and space. 388 more words


Startups are the salvation to Enterprises

…or are they? at least that is what Aaron Levie the founder of Box would want you to believe. I did not get a chance to write about the… 832 more words


The Investment Thesis Behind Opendesk

Over the summer of 2014 I personally invested in Opendesk, a three-sided online marketplace for locally made office furniture. The marketplace connects furniture designers (who can upload their designs to the platform and get paid in the form of royalties), with a network of local furniture workshops (who get commissioned work from the platform) and companies (who are in the market for office furniture). 891 more words