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Giles Capital @GilesCapital

Value Investing and Trading by Giles Capital. Sign up to our free newsletter here for our analysis & recommendations: giles.capital

Joined March 2021
  • Tweets 442
  • Following 715
  • Followers 534
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Giles Capital Weekly - Week 24 gilescapital.substack.com/p/… Great write-ups & articles from: @rebound_capital @KarstResearch @valueb9b @WolfOfOakville @ppinvest @8percentpa @CompoundingUp @marginofwisdom @acidinvestments @ghginvest @HatedMoats @heavymoatinvestments @vitaliyk more!

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Giles Capital Weekly - Week 23 gilescapital.substack.com/p/… Great write-ups & articles from: @finphysnerd @310Value @DRGInvests @EarningsB4Hugs @dirtcheapstocks @KylerJohnson411 @konichivalue @felix__archive @Valuedontlie @TPC608839840907 @Delta9Echo @qualityequities more!

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Giles Capital Weekly - Week 22 gilescapital.substack.com/p/… Great write-ups & articles from: @AlphaSeeker84 @WealthyReadings @schwarcapital @Gracemzshao @konichivalue @asiatechreview @ResearRagnarok @robert_baiguan @Delta9Echo @theintlinvestor @qualityequities @Quality_stocksA more!

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Giles Capital Weekly - Week 21 gilescapital.substack.com/p/… Great write-ups & articles from: @oguzerkan @TPC608839840907 @Valuedontlie @komodo_capital @cdnvaluestocks @WolfOfOakville @Quality_stocksA @memyselfandi006 @qualityequities @Delta9Echo @John_Hempton @Gracemzshao more!

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Giles Capital Weekly - Week 20 gilescapital.substack.com/p/… Great write-ups & articles from: @AltayCapital @maiuspartners @AlphaSeeker84 @rebound_capital @waterboystocks @WolfOfOakville @Delta9Echo @theintlinvestor @asiatechreview @konichivalue @manuinvests @Gracemzshao more!

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Giles Capital Weekly - Week 19 gilescapital.substack.com/p/… Great write-ups & articles from: @stonkmetal @niubi @LionheartInves1 @anhhoang3985 @capexandchill @thegresearch @Invesquotes @HatedMoats @CundillCapital @konichivalue @Gracemzshao @duckpond_vr @Floebertus @AlphaSeeker84
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Giles Capital Weekly - Week 17 gilescapital.substack.com/p/… Great write-ups & articles from: @AltayCapital @konichivalue @oguzerkan @AlphaSeeker84 @k_ristovski @EquityBrian @WolfOfOakville @finphysnerd @asiatechreview @dirtcheapstocks @Delta9Echo @Gracemzshao @John_Hempton more
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Giles Capital Weekly - Week 15 gilescapital.substack.com/p/… Great write-ups & articles from: @cdnvaluestocks @HatedMoats @WealthyReadings @CapFermat @theintlinvestor @qualityequities @TPC608839840907 @CundillCapital @oguzerkan @TacticzH @konichivalue more!

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Giles Capital Weekly - Week 14 gilescapital.substack.com/p/… Great write-ups & articles from: @AlmostMongolian @LouisStav21 @investwithwes1 @0xMaxFrancoeur @qualityequities @HiddenGemsInves @EarningsB4Hugs @TMoodyInvest @Invesquotes @thegresearch @P14Capital @capytalmgmt more!
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Giles Capital Weekly - Week 13 gilescapital.substack.com/p/… Great write-ups & articles from: @mr_deepvalue @waterboystocks @Valuedontlie @TacticzH @WealthyReadings @DRGInvests @Floebertus @thegresearch @Quality_stocksA @k_ristovski @kevg1412 @FredaDuan more!

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Giles Capital Weekly - Week 12 gilescapital.substack.com/p/… Great write-ups & articles from: @HatedMoats @WealthyReadings @TacticzH @komodo_capital @TMoodyInvest @WolfOfOakville @RebelHQ @Delta9Echo @mr_deepvalue @CompoundingUp @Quality_stocksA @SebKrog @Gracemzshao more!

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Giles Capital Weekly - Week 11 gilescapital.substack.com/p/… Great write-ups & articles from: @HatedMoats @waterboystocks @finphysnerd @dede_eyesan @TMoodyInvest @vitaliyk @Govro12 more!

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Giles Capital Weekly - Week 10 gilescapital.substack.com/p/… Great write-ups & articles from: @mr_deepvalue @duckpond_vr @Delta9Echo @Invesquotes @P14Capital @memyselfandi006 @sixsigmaCaptal @Quality_stocksA @kevg1412 @WealthyReadings @Gracemzshao @asiatechreview @CapitalVoss more!

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Giles Capital Weekly - Week 9 gilescapital.substack.com/p/… Great write-ups/articles from: @Invesquotes @stwboerse @WealthyReadings @CundillCapital @Jam_invest @mr_deepvalue @waterboystocks @TMoodyInvest @memyselfandi006 @philoinvestor @Stock_Opine @KylerJohnson411 @rex_woodbury more!
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Giles Capital Weekly - Week 8 gilescapital.substack.com/p/… Great write-ups & articles from: @IggyOnInvesting @Valuedontlie @stonkmetal @vitaliyk @FTAlphaville @Quality_stocksA @mr_deepvalue @mavix_leon @SebKrog more!
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Giles Capital Weekly - Week 6 gilescapital.substack.com/p/… Great write-ups & articles from: @Delta9Echo @Invesquotes @WolfOfOakville @Gracemzshao @mr_deepvalue @SFarringtonBKC @Valuedontlie @310Value @AmsterdamStocks @dyer440 @MoS_Investing @HugoNavarroPer2 @marsmagazine more!
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Giles Capital Weekly - Week 4 gilescapital.substack.com/p/… Great write-ups and articles from: @oguzerkan @kejca @HatedMoats @askjussi @mr_deepvalue @dirtcheapstocks @WealthyReadings @SaeschInv @310Value @Kreuzmann13 @kevg1412 @Delta9Echo @DeepValueStonks more!

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Yes, another thread on Constellation Software. Bear with me. 4 years ago I wrote comparing $CSU and its European spinoff $TOI. I wanted to revisit it and see what I got right, wrong, and which looks better today. 1/12
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The verdict has not changed. $TOI still looks more attractive for the same reasons as 2021. Faster growing, better insider alignment, stable leadership, and significant hidden value. 11/12
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As Buffett says: far better to buy a wonderful company at a fair price than a fair company at a wonderful price. Both are wonderful. For my money, TOI still has the edge. 12/12 My original article in 2021: gilescapital.substack.com/p/…
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