Archive - White Loch Investment Research

Annual letter 2022

The purpose of this yearend review is to share some of our learnings over the past year; rub our noses in our mistakes and to suggest some ways in which…

Jan 16, 2023 •

August 2022

A Monograph On True Wealth Creators

Aug 29, 2022 •

July 2022

We share: some current thoughts; what it is we are trying to do; Update on our holdings and thoughts on a non-investment idea

Jul 26, 2022 •

A successful serial-acquirer. Aligned CEO that has a proven track record of great capital allocation. Trading at a significant discount to intrinsic…

Jul 19, 2022 •

June 2022

a2 Milk (ASX: $A2M) (NZX: $ATM)

A top FMCG brand with a long runway of growth ahead being offered at a massive discount, base case 100%+ upside

Jun 21, 2022 •

A high-margin compounder with monopoly like market share and Spawner DNA.

Jun 12, 2022 •

Transact Technologies (TACT)

A misunderstood Good co/Bad co opportunity, with a solid underlying business and

Jun 12, 2022 •

Due Diligence Questions

Why due diligence questions?

Jun 12, 2022 •

Why an Owner’s Manual?

Jun 12, 2022 •

This is White Loch Investment Research, a newsletter about Sharing investment learnings and research on businesses.

Jun 12, 2022 •

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