HEY, WELCOME TO SCOLOPAX
This is where I write about my journey through value(s) investing.
I am a strong believer that a good way to improve your decision making process and your thinking as a whole is to document it. This is why I build Scolopax, and by making this personal process public I hope to connect with like-minded fellows.
Feel free to reach out, I’d be glad to discuss topics with you.
LATEST
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Read my last reflections and notes on companies
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Should I stay or should I go ?
Investing in a new position is often a simple decision to take : you’ve done your research, you pay far less than the value you estimated, and it beats your opportunity cost. Great, you take a position in the stock. But once you’ve taken that decision, the real...
Olin, from Brine to Shine
Summary: Olin is the number 1 producer of chlorine and caustic soda in the US. It benefits from a favorable industry structure characterized by a growing demand and a relatively fixed supply, all while benefiting from the lowest cost structure in the world. It also...
Capri c’est fini
Well it seems like things are accelerating at Versace. Capri announced a few days ago that Donatella Versace will leave her position as Designer. The end of an era.
Let’s connect
FEEL FREE TO REACH OUT TO DISCUSS IDEAS, INSPIRATIONS, OR JUST SAY HELLO – I WILL BE HAPPY TO CONNECT WITH YOU
