Kalton's Substack
Kalton NaickerMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 6 | Founded | 7 months ago | Last Issue | 14 days ago |
| Active | |||||
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kaltonnaicker.substack.comLatest Issues
What Alphabet’s $200B Capex Spend Means for You as an AI Investor
The stock market a few weeks ago battered Alphabet due to their capital expenditure plans, but have we wondered why they have decided to splurge the big bucks?
Alphabet has recently experienced its first negative free-cash-flow quarter, th...
The Paradox of the 55-Cent Dollar: Why This “Gold Mine” Is a Value Trap
Mr. Market can play tricks on you!
You spend hours hunting for deep value, searching for companies selling at an undeniable discount to their actual assets. Then, a ticker crosses your desk that looks like an absolute gift from the market...
The True Owner’s Earnings (Somewhat)
Imagine you were the proud owner of a laundromat in your neighbourhood. The revenue for the year is equal to $100,000. After rent, electricity, and taxes, you are left with a net income of $40,000.
Would you consider this a good business?...
The market is my servant, not my guide.
If your neighbour knocked on your door every day screaming a different price for his property—one day at 1 million, the next day 2 million, somedays 200 thousand, and some days 4 million—would you take his word for it or would you believe h...
My Alphabet Adventure: Turning a Market Panic into a 200% Gain
Performance Summary
Figure 1: Alphabet (GOOGL) 5-year price history. Source: Google Finance. Note the 2022 dip where market fear created the entry opportunity for our +206% return.
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Authors
The writers behind this newsletter.
Founder and CEO of Naicker Capital Partners LP. I invest in businesses, not tickers. I break down the world’s best businesses and explain why (and when) they are worth buying.
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