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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
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6. Don't buy TSM ADRs
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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
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5. ARM Holdings: wen index?
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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
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4. Why Adyen's valuation is too demanding
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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
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3: Some thoughts on Checkout.com vs Adyen
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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
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2: On 'quality' investing and price-to-book ratios
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September 2020
1: Tech = unoriginal, lazy, consensus, etc
Discussing and debunking some of the popular criticisms of large cap technology shares
Sep 4, 2020
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1: Tech = unoriginal, lazy, consensus, etc
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July 2020
Welcome
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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Welcome
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