Who doesn’t like a stock pick?
When we came across this article we knew we had to share it. It features 16 stock pitches from around the internet published in January. It covers everything from an online auction business listed in London to a medical device business listed in Tokyo
With all of the usual caveats around doing your own research and not taking financial advice from an article online, we find these stock pitches valuable for reasons outcome the stock pick itself.
A lot of investing is pattern matching. Identifying the traits of high quality companies and searching the world for other companies that exhibit similar traits. The more stock pitches we read, the better we get at identifying these traits and the more likely we are to recognise them in other businesses.
So whether or not you’re going to invest in a navigation technology business looking to overcome the shortcomings of GPS or the maker of instructional booklets, reading these pitches and learning how the authors approach building an investment thesis makes us all better investors.
This is an excerpt from our Thought Starters email. Once a week we send you 5 interesting articles that have caught our attention, to get you thinking. No spam, we guarantee.