Narrowboat Capital

GLOBAL INVESTMENT ANALYSIS,

FOR 21ST CENTURY AUSTRALIA

Home: Welcome

Charles Miller

Sep 92 min read

Few posts after a long hiatus (4 of 4) - $DMP

Charles Miller

Sep 93 min read

Few posts after a long hiatus (3 of 4) - $TAH

Charles Miller

Sep 94 min read

Few posts after a long hiatus (2 of 4) - $AD8

Charles Miller

Sep 93 min read

Few posts after a long hiatus (1 of 4) - $VRSN

Charles Miller

Feb 115 min read

$APM - Pushing beyond certain biases

Charles Miller

Jan 196 min read

$IEL - Compelling here to $18/share mark. Next M&A is key given their cash hoard. Canada IELTs losses partly baked in

Charles Miller

Nov 27, 20234 min read

$MCE - Warts & all. If you believe oil will stay elevated this is how you play it

Charles Miller

Nov 8, 20235 min read

Few mid-cap stocks that are under/over-earning

Charles Miller

Oct 5, 20234 min read

$TUA - Poor Risk/Reward at $1bn Mkt Cap. A top pick in a pullback (i.e. $1.65 mark)

Charles Miller

Sep 5, 20236 min read

Top observations from Earnings season (#3 of 3)

Charles Miller

Aug 27, 20238 min read

Top observations from Earnings season (#2 of 3)

Charles Miller

Aug 21, 20233 min read

Top observations from Earnings season (#1 of 3)

Charles Miller

Aug 8, 20233 min read

$AQZ - Tactically ok. However, not the capital-light play you want in a downturn

Charles Miller

May 31, 20234 min read

$CHI.NZ - Stranded asset after a rally. Not a trap if long-term NZ jet fuel demand is strong

Charles Miller

May 1, 20234 min read

$SOC - Evolving beyond MSFT services for Fed Gov at a reasonable price

Charles Miller

Apr 16, 20235 min read

$AUB & $DDR – Sadly it's a 'no' for both but for very different reasons. Sharing regardless.

Charles Miller

Mar 27, 20234 min read

$LGI - Good debt headroom to build MW capacity & offset falling prices

Charles Miller

Mar 17, 20234 min read

3 x Random observations in Mar'23; $CVW, $BBOX.L & $TAH

Charles Miller

Mar 10, 20234 min read

$MAQ – Friendly illiquidity with a downgrade opportunity

Charles Miller

Feb 26, 20234 min read

10x Possible portfolio re-weights

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Narrowboat Capital

Few posts after a long hiatus (4 of 4) - $DMP

Few posts after a long hiatus (3 of 4) - $TAH

Few posts after a long hiatus (2 of 4) - $AD8

Few posts after a long hiatus (1 of 4) - $VRSN

$APM - Pushing beyond certain biases

$IEL - Compelling here to $18/share mark. Next M&A is key given their cash hoard. Canada IELTs losses partly baked in

$MCE - Warts & all. If you believe oil will stay elevated this is how you play it

Few mid-cap stocks that are under/over-earning

$TUA - Poor Risk/Reward at $1bn Mkt Cap. A top pick in a pullback (i.e. $1.65 mark)

Top observations from Earnings season (#3 of 3)

Top observations from Earnings season (#2 of 3)

Top observations from Earnings season (#1 of 3)

$AQZ - Tactically ok. However, not the capital-light play you want in a downturn

$CHI.NZ - Stranded asset after a rally. Not a trap if long-term NZ jet fuel demand is strong

$SOC - Evolving beyond MSFT services for Fed Gov at a reasonable price

$AUB & $DDR – Sadly it's a 'no' for both but for very different reasons. Sharing regardless.

$LGI - Good debt headroom to build MW capacity & offset falling prices

3 x Random observations in Mar'23; $CVW, $BBOX.L & $TAH

$MAQ – Friendly illiquidity with a downgrade opportunity

10x Possible portfolio re-weights

Contact

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