MEX: CEO Succession and Franchise Focus

(LON:MEX) Tortilla Mexican Grill FY23 Results | Continue reading


@investmenttalk.co | 2 days ago

The Case for Quality, The Folly of Multiples, and Forensic Accounting

The TLDR: April 2024 | Continue reading


@investmenttalk.co | 9 days ago

Why Lululemon isn’t Under Armour

Where the similarities start and end | Continue reading


@investmenttalk.co | 11 days ago

LULU: "Next Under Armour" as Lululemon Forecasts Revenue Deceleration

(NASDAQ:LULU) Lululemon FY23 Results | Continue reading


@investmenttalk.co | 11 days ago

MC: Soft Aspirational US Consumer Weighs on Results

(PAR:MC) LVMH Presents Q1 FY24 Trading Update | Continue reading


@investmenttalk.co | 16 days ago

ATG: Sleight of Hand with Downgraded Organic Revenue Guidance

(LON:ATG) Auction Technology Group H1 FY24 Trading Update | Continue reading


@investmenttalk.co | 17 days ago

15 More Ideas from Seth Klarman’s Margin of Safety

(Part 2): Risk-Averse Value Investing Strategies for the Thoughtful Investor | Continue reading


@investmenttalk.co | 18 days ago

15 Ideas from Seth Klarman’s Margin of Safety

(Part 1): Risk-Averse Value Investing Strategies for the Thoughtful Investor | Continue reading


@investmenttalk.co | 24 days ago

KRUS: Successive Guidance Upgrade as Kura Face Tougher Comps

(NASDAQ:KRUS) Kura Sushi US Presents Q2 FY24 Results | Continue reading


@investmenttalk.co | 29 days ago

My Portfolio: What We've Been Building

An insight into the development of our latest build, and early release invite to Koyfin's latest project | Continue reading


@investmenttalk.co | 1 month ago

Punchcards, Miami, Unpopular Large Caps, and the King of Buy & Hold

The TLDR: March 2024 | Continue reading


@investmenttalk.co | 1 month ago

ATG: Lot Sold

(LON:ATG) Auction Technology Group | Continue reading


@investmenttalk.co | 1 month ago

Bitcoin ETFs Smoking Records

IBIT is the fastest fund to hit $10 billion in AUM, and spot ETFs have collectively overtaken the world's largest Gold ETF | Continue reading


@investmenttalk.co | 1 month ago

Health, Wealth, and Everything In Between

Greetings from the skies above Miami | Continue reading


@investmenttalk.co | 1 month ago

GRG: Half Way There

(LON:GRG) Greggs Presents FY23 Results | Continue reading


@investmenttalk.co | 1 month ago

Four Years of Investment Talk

Investment Talk turns four, and my thoughts on why you should write more | Continue reading


@investmenttalk.co | 2 months ago

The Greatest Investor You've Never Heard Of, Li Lu, Sam Zell, & Fidelity's Value Investing Legend Joel Tillinghast

The TLDR: February 2024 | Continue reading


@investmenttalk.co | 2 months ago

Europe's Magnificent Eleven

Evidence that the American and European markets have become increasingly top-heavy | Continue reading


@investmenttalk.co | 2 months ago

MTCH: More of the Same

(NASDAQ:MTCH) Match Group Presents Q4 FY23 Results | Continue reading


@investmenttalk.co | 2 months ago

Is Chipotle Squeezing too Hard?

Driving growth via traffic vs menu price | Continue reading


@investmenttalk.co | 2 months ago

CMG: Squeezing the Consumer a Little Too Much?

(NYSE:CMG) Chipotle Mexican Grill Presents Q4 FY23 Results | Continue reading


@investmenttalk.co | 2 months ago

An Advisor and His Client

A portfolio in distress and why some individuals may benefit from a financial advisor | Continue reading


@investmenttalk.co | 2 months ago

The Reality of Mixed Reality

Yet another take on Vision Pro | Continue reading


@investmenttalk.co | 2 months ago

S&P Addiction

Picking a benchmark: A brutal process that keeps you humble | Continue reading


@investmenttalk.co | 2 months ago

Under the Hammer

(LON:ATG) Auction Technology Group | Continue reading


@investmenttalk.co | 3 months ago

Serial Acquirers, The Art of Not Selling, and Chuck Akre's Masterclass

The TLDR: January 2024 | Continue reading


@investmenttalk.co | 3 months ago

Avoid Investors Who...

Red flags for your consumption diet | Continue reading


@investmenttalk.co | 3 months ago

Fads and Second Acts

The thin line that separates fads and sustainable trends | Continue reading


@investmenttalk.co | 4 months ago

Only Pessimists Pick Bottoms

Two essays that perfectly capture the difference between long and short term thinking | Continue reading


@investmenttalk.co | 4 months ago

Pattern Recognition, True Luxury & Failing to Capitalise on Structural Trends

The TLDR: December 2023 | Continue reading


@investmenttalk.co | 4 months ago

The Last Bastion of British Luxury

Burberry (BRBY:LON): “Turnarounds seldom turn” | Continue reading


@investmenttalk.co | 4 months ago

GroupStink

One thread that perfectly captures investor sentiment from the summer of 2021 | Continue reading


@investmenttalk.co | 5 months ago

Building Moats

Identifying the early signs of moat construction | Continue reading


@investmenttalk.co | 5 months ago

Robinhood on British Soil

Summing up Robinhood's core challenges in the UK market | Continue reading


@investmenttalk.co | 5 months ago