Narrowboat Capital

GLOBAL INVESTMENT ANALYSIS,

FOR 21ST CENTURY AUSTRALIA

Home: Welcome

Charles Miller

Feb 22, 20233 min read

$QAL – A premium valuation for dry powder & future PFs

Charles Miller

Feb 18, 20233 min read

3x Alternative viewpoints for some recent ASX results

Charles Miller

Jan 29, 20233 min read

$IAM – A small-cap retail fixed-income house. Too soon for me but definitely one to watch

Charles Miller

Jan 21, 20234 min read

$NEC - A parochial bond-like play which will get cheaper as Free-to-Air fall instils fear in price

Charles Miller

Jan 15, 20233 min read

REITs - When you do & don't want dilution

Charles Miller

Jan 11, 20233 min read

5 simplistic themes, which are completely wrong

Charles Miller

Jan 6, 20236 min read

$OBL - Mgmt fees & PF can offset huge overhead. US competition & strategy creep is the biggest risk

Charles Miller

Dec 30, 20223 min read

Kip McGrath - Blended tutoring with a global reach

Charles Miller

Dec 20, 20223 min read

$SFR - A trade with a used-by-date

Charles Miller

Dec 7, 20223 min read

Block trades - when to follow & when to avoid (1/2)

Charles Miller

Nov 20, 20224 min read

$BBN - Slowly amassing a stake

Charles Miller

Nov 12, 20223 min read

$NOL– An interesting proposition

Charles Miller

Nov 4, 20223 min read

Two stocks on my watchlist (1/2)

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

Aug 16, 20222 min read

ALS & National Tyre – Management incentives & Stock performance

Charles Miller

Jul 31, 20223 min read

Liberty SiriusXM - Won't buyout SIRI too quickly

Charles Miller

Jun 29, 20221 min read

Who wins in a downturn - 1st & 2nd Order thinking

Charles Miller

Jun 4, 20226 min read

Delvin' into Naked Wines ($WINE)

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Contact

Home: Contact

Narrowboat Capital

$QAL – A premium valuation for dry powder & future PFs

3x Alternative viewpoints for some recent ASX results

$IAM – A small-cap retail fixed-income house. Too soon for me but definitely one to watch

$NEC - A parochial bond-like play which will get cheaper as Free-to-Air fall instils fear in price

REITs - When you do & don't want dilution

5 simplistic themes, which are completely wrong

$OBL - Mgmt fees & PF can offset huge overhead. US competition & strategy creep is the biggest risk

Kip McGrath - Blended tutoring with a global reach

$SFR - A trade with a used-by-date

Block trades - when to follow & when to avoid (1/2)

$BBN - Slowly amassing a stake

$NOL– An interesting proposition

Two stocks on my watchlist (1/2)

$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

ALS & National Tyre – Management incentives & Stock performance

Liberty SiriusXM - Won't buyout SIRI too quickly

Who wins in a downturn - 1st & 2nd Order thinking

Delvin' into Naked Wines ($WINE)

Contact

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