Expect a 50% fall.
“This is the third time that Warren and I have seen our holdings in Berkshire Hathaway go down, top tick to bottom tick, by 50%. I think...
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Lachlan Morgan
Apr 20, 20214 min read
The '7 Powers' of business success - from one of NetFlix's early investors.
I recently read the Hamilton Hemler’s ‘7 Powers’ it is a book that has been recommended to me by a number of investors and rightfully so!...
Shaun Trewin
Apr 13, 20215 min read
Square
The insights from this blog have been drawn from the Book The Innovation Stack by Jim McKelvey Co-Founder of Square. Recently we read...
Lachlan Morgan
Apr 1, 20211 min read
The Good & Bad investing mindsets.
Bad investing mindset: 'Stocks go up immediately all the time'. Good investing mindset: 'Stocks go up eventually, but anything can happen...
Shaun Trewin
Mar 2, 20212 min read
An Example of a Quality Compounder – Family owned and operated – Netwealth
The attached AFR article below is an example of the culture behind a quality compounder. Netwealth is 50%+ owned by the family that...
Shaun Trewin
Jan 22, 20218 min read
The origins of todays mega cap $2T Pharma companies
The origins of today’s most well-known pharmaceutical companies such as Roche, Novartis, Merck, Pfizer, Eli Lilly, Bristol Myers Squibb...
Shaun Trewin
Nov 12, 20206 min read
The incredible story of Genentech and how it all started with a beer!
At Churchills Bar in San Francisco in 1975 Robert ‘Bob’ Swanson and Herbert ‘Herb’ Boyer both agreed terms on a coaster after several...
Shaun Trewin
Oct 7, 20205 min read
Genzyme -> The Clinuvel Pathway
Henri Termeer was the founding president of Genzyme, the biotech pioneer which commercialised one of the first orphan drugs and was built...
Shaun Trewin
Sep 8, 20205 min read
Zara's Secret for Fast Fashion
This book has been an exceptional case study and exploration of the competitive advantage of fast fashion - on the surface it seems easy...
Shaun Trewin
Aug 28, 20209 min read
Buffettology notable points
We found this an exceptional look at Buffetts pattern recognition and investment process. Chapter # 13 - The theory of expanding...
Shaun Trewin
Aug 28, 20201 min read
Screening Diagnostic Checklist
The oxford handbook of oncology is the official go to guide for students and practitioners for the last several decades. The checklist of...
Shaun Trewin
Aug 27, 20204 min read
Building IBM - The lesson of install base
An exceptional insight into the power of the install base. Impact of Scale Customer deliveries of the CPC began in late 1949, at which...
Shaun Trewin
Aug 27, 20204 min read
For God Country and Coca-Cola
We read this book to get an understanding of what makes the Coca-Cola brand so special, given its one of Berkshire Hathaways oldest...
Shaun Trewin
Aug 27, 202042 min read
Ray Dalios Study of Big Debt Crises
We believe Ray Dalio to be one of the most believable sources for global macro thinking. This was such an important book that we all read...
Shaun Trewin
Aug 27, 20205 min read
The Ultimate Quality Compounder - 100Baggers
100 Baggers – Stocks that return 100-1 and how to find them Since reading this exceptional book we have developed a friendship with Chris...
Quality Compounders
Aug 25, 20203 min read
What is a Quality Compounder?
Quality - "Quality is never an accident; it is always the result of intelligent effort" - John Ruskin. In his 2007 Berkshire Hathaway...
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