Archive - Investing brosef

7. QXO: With All Due Respect...

Like many other market participants I have a lot of respect for Brad Jacobs.

Jun 14, 2024 •

brosef's thoughts

March 2024

6. Don't buy TSM ADRs

We all know that semis are hot right now.

Mar 4, 2024 •

brosef's thoughts

February 2024

5. ARM Holdings: wen index?

Super quick note/blurb.

Feb 12, 2024 •

brosef's thoughts

February 2021

4. Why Adyen's valuation is too demanding

Adyen, my favorite little payments company out of Netherlands, reported its H2 2020 results today.

Feb 10, 2021 •

brosef's thoughts

January 2021

3: Some thoughts on Checkout.com vs Adyen

This post might be of interest to existing and potential shareholders of Adyen.

Jan 18, 2021 •

brosef's thoughts

November 2020

2: On 'quality' investing and price-to-book ratios

‘Quality’ investing is all the rage nowadays.

Nov 5, 2020 •

brosef's thoughts

September 2020

1: Tech = unoriginal, lazy, consensus, etc

Discussing and debunking some of the popular criticisms of large cap technology shares

Sep 4, 2020 •

brosef's thoughts

July 2020

Welcome to Brosef Capital. This will be my outlet to anonymously post my musings on some specific listed companies and the investing profession.

Jul 9, 2020

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