Giles Capital

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

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

Giles Capital Weekly - Week 9 gilescapital.substack.com/p/giles-capita… Great write-ups/articles from: @Invesquotes @stwboerse @WealthyReadings @CundillCapital @Jam_invest @mr_deepvalue @waterboystocks @TMoodyInvest @memyselfandi006 @philoinvestor @Stock_Opine @KylerJohnson411 @rex_woodbury more!

Giles Capital Weekly - Week 8 gilescapital.substack.com/p/giles-capita… Great write-ups & articles from: @IggyOnInvesting @Valuedontlie @stonkmetal @vitaliyk @FTAlphaville @Quality_stocksA @mr_deepvalue @mavix_leon @SebKrog +more!

Giles Capital Weekly - Week 6 gilescapital.substack.com/p/giles-capita… Great write-ups & articles from: @Delta9Echo @Invesquotes @WolfOfOakville @Gracemzshao @mr_deepvalue @SFarringtonBKC @Valuedontlie @310Value @AmsterdamStocks @dyer440 @MoS_Investing @HugoNavarroPer2 @marsmagazine +more!

Giles Capital Weekly - Week 4 gilescapital.substack.com/p/giles-capita… Great write-ups and articles from: @oguzerkan @kejca @HatedMoats @askjussi @mr_deepvalue @dirtcheapstocks @WealthyReadings @SaeschInv @310Value @Kreuzmann13 @kevg1412 @Delta9Echo @DeepValueStonks +more!

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…

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

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

@finphysnerd @capytalmgmt @AmsterdamStocks Full newsletter with all 16 write-ups and 12 articles on methodology, risk management, and contrarian thinking, plus fund letter reviews below: gilescapital.substack.com/p/giles-capita…

@finphysnerd @capytalmgmt @AmsterdamStocks on Gullewa (🇦🇺GUL.AX - A$19M) Gold royalty at 25% implied FCF yield. A$10.7M cash on A$19M cap. Hedges settled Nov 2025 - now unhedged at A$7,000/oz gold.

Giles Capital Weekly - Week 3 16 stocks that could outperform in 2026🧵