Giles Capital

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Giles Capital

Giles Capital

@GilesCapital

Value Investing and Trading by Giles Capital. Sign up to our free newsletter here for our analysis & recommendations: https://t.co/F1KyfcN6cI

Hong Kong Katılım Mart 2021
691 Takip Edilen527 Takipçiler
Giles Capital
Giles Capital@GilesCapital·
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/investing-in…
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Giles Capital
Giles Capital@GilesCapital·
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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Giles Capital
Giles Capital@GilesCapital·
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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Giles Capital
Giles Capital@GilesCapital·
Giles Capital Weekly - Week 3 16 stocks that could outperform in 2026🧵
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