Jay Vasantharajah

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Writing

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  • Issue #11: Scuttlebutt Method

    Issue #11: Scuttlebutt Method

    Aug 19, 2022
  • Issue #10: SoftBank’s Roundtrip

    Issue #10: SoftBank’s Roundtrip

    Aug 12, 2022
  • Issue #9: 100 Baggers

    Issue #9: 100 Baggers

    Aug 5, 2022
  • Issue #8: TransDigm’s Cost Controls

    Issue #8: TransDigm’s Cost Controls

    Jul 29, 2022
  • Lessons From Nick Howley – CEO of TransDigm

    Lessons From Nick Howley – CEO of TransDigm

    Jul 24, 2022
  • Issue #7: 5 Types of Moats by Performance

    Issue #7: 5 Types of Moats by Performance

    Jul 22, 2022
  • Issue #6: Jim Pattison’s Longevity

    Issue #6: Jim Pattison’s Longevity

    Jul 15, 2022
  • Issue #5: See’s Candies Price Hikes

    Issue #5: See’s Candies Price Hikes

    Jul 8, 2022
  • Issue #4: Junk to Gold

    Issue #4: Junk to Gold

    Jul 1, 2022
  • Why I Am Obsessed With Pricing Power

    Why I Am Obsessed With Pricing Power

    Jun 26, 2022
  • Issue #3: Medical Practice Roll-ups in Canada

    Issue #3: Medical Practice Roll-ups in Canada

    Jun 24, 2022
  • Issue #2: Distributors, The Necessary Middlemen

    Issue #2: Distributors, The Necessary Middlemen

    Jun 17, 2022
  • Issue #1: Capital Reallocation Visualized

    Issue #1: Capital Reallocation Visualized

    Jun 10, 2022
  • The Cost of Capital and How Growth Can Destroy Value

    The Cost of Capital and How Growth Can Destroy Value

    May 15, 2022
  • How To Turn Your Small Business Into A Mini Berkshire Hathaway

    How To Turn Your Small Business Into A Mini Berkshire Hathaway

    Apr 24, 2022
  • Atlasview Equity: The Pursuit of Free Cash Flow

    Atlasview Equity: The Pursuit of Free Cash Flow

    Mar 13, 2022
  • Demystifying Capex in Software Investing

    Demystifying Capex in Software Investing

    Feb 20, 2022
  • Top 3 Books I Read in 2021

    Top 3 Books I Read in 2021

    Feb 6, 2022
  • Why Increasing Bet Size Is An Investing Superpower

    Why Increasing Bet Size Is An Investing Superpower

    Jan 16, 2022
  • Mainstreet Equity (TSX: MEQ): Canada’s Under The Radar Compounder

    Mainstreet Equity (TSX: MEQ): Canada’s Under The Radar Compounder

    Dec 12, 2021
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