Archive - Investing brosef

6. Don't buy TSM ADRs

We all know that semis are hot right now. TSMC, arguably the most important business in the sector (and one of the most important businesses in the…

Mar 4 •

brosef's thoughts

February 2024

5. ARM Holdings: wen index?

Super quick note/blurb. Two companies that I have been very loosely following are mooning and despite being bona-fide largecaps are not yet in any…

Feb 12 •

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. Those results blew way past sell-side consensus…

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. Adyen has had a very successful 2.5 years on the public markets, both in…

Jan 18, 2021 •

brosef's thoughts

November 2020

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

‘Quality’ investing is all the rage nowadays. The investing community (including yours truly) seems to have ‘rediscovered’ and latched on to it as if it…

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. Sign up…

Jul 9, 2020

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