CV Capital – 30 June 18 update

To my fellow shareholders, Six months have gone pretty quickly and here we are at our first half year milestone. Overall, I’m pretty excited about the portfolio.  For most of our positions, the stock price has not changed materially since we purchased them and if my thesis plays out then I think the gains areRead More

CV Capital – 31 May 18 update

To my fellow shareholders, Firstly, I would like to share this long but excellent article on investing by Peter Guy. At CV Capital, we share 95% of the investing philosophy expressed by Peter and as I couldn’t have written it better than Peter, I highly recommend taking the time to read this article. Secondly, CVRead More