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Narrowboat Capital

GLOBAL INVESTMENT ANALYSIS,

FOR 21ST CENTURY AUSTRALIA

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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)

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

May 7, 20223 min read

Boring repeatable business models

Charles Miller

Apr 8, 20223 min read

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

Charles Miller

Mar 23, 20223 min read

Over-earning, a bigger risk than high multiples

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

Feb 9, 20227 min read

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

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 14, 20224 min read

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

Charles Miller

Jan 12, 20223 min read

Few learnings from an old Guy Spiers' LSE Interview

Charles Miller

Jan 11, 20224 min read

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

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

Nov 30, 20213 min read

Abraham Wald & why he matters today

Charles Miller

Nov 21, 20213 min read

Resources stocks - where they do/don't make sense

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