Narrowboat Capital

GLOBAL INVESTMENT ANALYSIS,

FOR 21ST CENTURY AUSTRALIA

Home: Welcome

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

Aug 23, 20223 min read

$NKE & Adidas - Conservatism isn't always a good thing

Charles Miller

Jul 31, 20223 min read

Liberty SiriusXM - Won't buyout SIRI too quickly

Charles Miller

Apr 8, 20223 min read

Equitable Holdings – Pass my screen, more work to be done

Charles Miller

Mar 8, 20223 min read

Floor & Décor - Why it's not overpriced at 31x P/E

Charles Miller

Feb 20, 20224 min read

A few takeaways from BRK’s General Meeting podcasts

Charles Miller

Jan 29, 20226 min read

Screening out 10 businesses (2 of 3 - Global Mega cap)

Charles Miller

Jan 20, 20224 min read

Screening out 10 businesses (1 of 3 - US Mid-cap)

Charles Miller

Jan 11, 20224 min read

Spin-offs are usually great, so what about $VMW?

Charles Miller

Nov 4, 20215 min read

ROKU - A play on AVOD market and a successful LATAM/Euro expansion

Charles Miller

Oct 18, 20213 min read

$MED – great numbers < a great business

Charles Miller

Sep 26, 20215 min read

A look into Seltzer-driven SAM

Charles Miller

Sep 8, 20212 min read

Crocs vs. All birds - Different shoes, different stories

Charles Miller

Sep 2, 20213 min read

Alibaba & the 40 sanctions

Home: Blog2

Contact

Home: Contact

Narrowboat Capital

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

WFH making these stocks cheap?

$NKE & Adidas - Conservatism isn't always a good thing

Liberty SiriusXM - Won't buyout SIRI too quickly

Equitable Holdings – Pass my screen, more work to be done

Floor & Décor - Why it's not overpriced at 31x P/E

A few takeaways from BRK’s General Meeting podcasts

Screening out 10 businesses (2 of 3 - Global Mega cap)

Screening out 10 businesses (1 of 3 - US Mid-cap)

Spin-offs are usually great, so what about $VMW?

ROKU - A play on AVOD market and a successful LATAM/Euro expansion

$MED – great numbers < a great business

A look into Seltzer-driven SAM

Crocs vs. All birds - Different shoes, different stories

Alibaba & the 40 sanctions

Contact

Subscribe Form