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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
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Annual letter 2022
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August 2022
Compounders
A Monograph On True Wealth Creators
Aug 29, 2022
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Compounders
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July 2022
Q2 Letter
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
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White Loch Capital Management
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Q2 Letter
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Volex ($VLX)
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
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White Loch Capital Management
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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
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White Loch Capital Management
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Gentex (GNTX)
A high-margin compounder with monopoly like market share and Spawner DNA.
Jun 12, 2022
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White Loch Capital Management
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Transact Technologies (TACT)
A misunderstood Good co/Bad co opportunity, with a solid underlying business and
Jun 12, 2022
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White Loch Capital Management
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Due Diligence Questions
Why due diligence questions? At White Loch Capital Management we want to be able to exploit opportunities across both our Compounders and Workouts…
Jun 12, 2022
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White Loch Capital Management
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Owner's Manual
Why an Owner’s Manual? The Owner’s manual’s main job is to communicate our investment philosophy. The Owner’s Manual serves two other purposes. It keeps…
Jun 12, 2022
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Coming soon
This is White Loch Investment Research, a newsletter about Sharing investment learnings and research on businesses.
Jun 12, 2022
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White Loch Capital Management
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Coming soon
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