Handpicked Good reads: July 21, 2017
A comprehensive stock analysis of JHS Svendgaard, a small cap stock into contract manufacturing in the oral care segment ( Alphainvesco )
Absolutely brilliant read from “Super angel” Ron Conway (Man who bet early on Google & PayPal) on things to know before starting angel investing. Feel it’s equally applicable to stock investing ( Rondam Ramblings )
Insightful piece by Tren Griffin on how to value a stock / business which has a subscription model and where customer acquisition costs are front loaded with a revenue stream like an annuity. ( 25iq )
No wise pilot, no matter how great his talent and experience, fails to use his checklist – Charlie Munger
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