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Narrowboat Capital

GLOBAL INVESTMENT ANALYSIS,

FOR 21ST CENTURY AUSTRALIA

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Charles Miller

Nov 12, 20223 min read

$NOL– An interesting proposition

Charles Miller

Oct 19, 20224 min read

$ELD & $TSCO have interesting long-term prospects... even if they're massively over-earning

Charles Miller

Sep 4, 20225 min read

WFH making these stocks cheap?

Charles Miller

May 25, 20223 min read

TAH & TLC Demerger

Charles Miller

May 22, 20224 min read

Lark Distillery & analysis of inventory turnover

Charles Miller

Feb 9, 20227 min read

Screening out 10 businesses (Part 3 of 3 - ASX All-caps)

Charles Miller

Jan 14, 20224 min read

$SIQ - salary packaging and the quirks of this business model

Charles Miller

Jan 6, 20224 min read

$DBI - Looking beyond the boring 9% yield

Charles Miller

Dec 31, 20214 min read

A post Christ-MAAS note

Charles Miller

Dec 16, 20214 min read

Dante & Somers

Charles Miller

Oct 26, 20213 min read

LFG – Article #2 of 2 (Valuation of Liberty Financial)

Charles Miller

Oct 20, 20214 min read

LFG – Article #1 of 2 (Overview of Liberty Financial)

Charles Miller

Oct 11, 20215 min read

$MFG: Forget div yields - US/Core FUM & key person retention are the drivers to watch

Charles Miller

Oct 7, 20212 min read

Service Stream – Unfairly valued due to clumpy earnings & NBN roll-off

Charles Miller

Sep 30, 20214 min read

AVA Risk – Cash-rich but facing a revenue cliff

Charles Miller

Sep 28, 20212 min read

Nitro – the tale of 2nd place

Charles Miller

Sep 22, 20213 min read

Breville & Redbubble – Invest in what you understand & enjoy

Charles Miller

Sep 20, 20213 min read

Insiders unload Dusk, outsiders think it's cheap

Charles Miller

Sep 9, 20213 min read

Two "cheap" old world deals in two days

Charles Miller

Aug 30, 20214 min read

The Gig marketplace - Great for customers; mixed for investors

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