Tags » Investment Thesis

Why Make Founders?

I have been running experiments related to Startups and investing in startups in Iceland for the past 6 years. I write this blog and I also host the… 898 more words


When Capital is a Commodity

I have been a big fan and follower of Mark Suster with Upfront Ventures. His latest blog post is a video interview with Jeff Clavier. 275 more words


Berkshire Hathaway - Owner's Manual

I write this blog as a resource for myself and for fellow entrepreneurs and startup founders. I am a big fan of Warren Buffett and Charlie Munger the Managing Partners of Berkshire Hathaway. 5,403 more words


Hornbeck Offshore Services (HOS)

According to Baron Rothschild, the key to making money is to “buy when there’s blood in the streets.” This quote, and more importantly the concept of contrarian investing, has been immortalized by Warren Buffett and many investors following him. 1,665 more words

Hornbeck Offshore Services

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. 939 more words