ValueTeddy’s Write-ups
For this edition of ValueTeddy’s Write-ups, we are taking a look at an interesting Chinese company. First of all, I found this case purely thanks to @Olle89. Olle wrote about Sohu here in April 2021, a case I would have never came across were it not for him. I strongly suggest y…
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For this edition of ValueTeddy’s Write-ups, we are taking a look at what is probably one of the more complicated business I have come across. It is Sof…
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For this edition of ValueTeddy’s Write-ups we are taking a look at Copart, as suggested to me by the highly inspiring Professor Kalkyl. Copart have had…
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For this weeks edition of ValueTeddys Snap Judgements we are taking a look at Kollect on Demand, a waste collection company active in the Irish and Eng…
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For this weeks edition of ValueTeddys Snap Judgements we are taking a look at Facebook. The F in FAANMG (or whichever acronym you prefer), and the BY F…
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For this weeks edition of ValueTeddy’s Snap judgement, I am not making a snap judgement, but instead writing up one of my portfolio holdings. It goes w…
May 16CommentShare
For this weeks edition I want to do something different. If you have been following me for a while, you know that I regularly update my current portfol…
May 11CommentShare
For this weeks edition of ValueTeddys Snap Judgements we are taking a look at Plejd. A small but interesting business that has been massively popular o…
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ValueTeddy’s Write-ups


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