Compound 26 Capital
Pawan KaulJourney about compounding knowledge, adventures of investing in mid and small-cap businesses and things i find interesting
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 7 | Founded | 4 years ago | Last Issue | 3 years ago |
| Active | |||||
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compound26capital.substack.comLatest Issues
Selan Update 2023
I did not expect to write an update on the business so soon. I figured the management would need a few more quarters to settle down but I am always ready to be surprised.
Selan came out with results and its second investor presentation wi...
My take on 2022
This post was inspired by a soon-to-be-named colleague who in passing mentioned that maybe a post about predictions would be interesting. I mentioned the trouble with the year-end prediction posts is that these are destined to fail.
Predi...
Are markets (In)efficient?
Unlike claims by contemporary corporate finance that markets are efficient the reality on the street is that they frequently become inefficient. Some claim that this could be due to human emotions but I thought algos accounted for most of t...
An update
Thank you for an encouraging response to my first post on Selan Explorations. The idea of writing the substack was to invite constructive feedback and record my learnings and mistakes.
I noticed that after my post the stock ran up by 15-2...
A small cap with a potential to turnaround
“It’s not what you buy that determines your results, it’s what you pay for it. And what you pay – the security’s price and its relationship to intrinsic value – is determined by investor psychology and the resulting behavior” Mastering the...
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The writers behind this newsletter.
An investor who has seen few cycles and knows a few things about finance
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