Narrowboat Capital

GLOBAL INVESTMENT ANALYSIS,

FOR 21ST CENTURY AUSTRALIA

Home: Welcome

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 18, 20213 min read

$MED – great numbers < a great business

Charles Miller

Oct 13, 20212 min read

Charts on what's happening in private markets

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

Oct 6, 20212 min read

$BABA: +40 sell-side brokers covering it; here are some points worth considering

Charles Miller

Oct 5, 20213 min read

Rule of thumb for selecting an online broker

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 26, 20215 min read

A look into Seltzer-driven SAM

Charles Miller

Sep 23, 20212 min read

Mississippi bubble & DaVita – Something different to think about

Charles Miller

Sep 22, 20213 min read

Breville & Redbubble – Invest in what you understand & enjoy

Charles Miller

Sep 21, 20212 min read

Moats - a change from just talking about Evergrande

Charles Miller

Sep 20, 20213 min read

Insiders unload Dusk, outsiders think it's cheap

Charles Miller

Sep 16, 20212 min read

Nearmaps – big Nth America growth, minor Eagleview lit risk and yet it's still not cheap

Charles Miller

Sep 15, 20212 min read

Overnight success stories which take decades

Charles Miller

Sep 14, 20213 min read

Interesting content on China from Rayliant Capital

Charles Miller

Sep 13, 20212 min read

The Japanese trading houses

Charles Miller

Sep 10, 20211 min read

It's Friday... show me cool graphs

Home: Blog2

Contact

Home: Contact

Narrowboat Capital

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

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

$MED – great numbers < a great business

Charts on what's happening in private markets

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

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

$BABA: +40 sell-side brokers covering it; here are some points worth considering

Rule of thumb for selecting an online broker

AVA Risk – Cash-rich but facing a revenue cliff

Nitro – the tale of 2nd place

A look into Seltzer-driven SAM

Mississippi bubble & DaVita – Something different to think about

Breville & Redbubble – Invest in what you understand & enjoy

Moats - a change from just talking about Evergrande

Insiders unload Dusk, outsiders think it's cheap

Nearmaps – big Nth America growth, minor Eagleview lit risk and yet it's still not cheap

Overnight success stories which take decades

Interesting content on China from Rayliant Capital

The Japanese trading houses

It's Friday... show me cool graphs

Contact

Subscribe Form