Giles Capital

Giles Capital
We specialise in value investing and trading to grow capital. Sign up for free updates from us.
Created 06 Mar 2021
14
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  • Investing in quality: Topicus (TSXV:TOI) and Constellation Software (TSX:CSU)
    29 Dec 2021 • 8 min read • 2 2
    Every month we'll be sharing a breakdown on our past or present investments. Previously we’ve discussed our investments in West Japan Railway Company in Japan and Bijou Brigitte in Germany. In this ar...
  • West Japan Railway Company (TYO: 9021)
    23 Nov 2021 • 7 min read • 2 0
    The Japanese passenger railway network is the busiest in the world carrying almost 30% of global rail passengers, more than the whole of the Europe combined. We like the Japanese railway companies for...
  • Bijou Brigitte (BIJ): this is what true value looks like
    11 Nov 2021 • 5 min read • 3 2
    Bijou Brigitte is a Germany-based fashion jewellery and accessories store. We found this company listed in the General Standard segment of the Frankfurt Stock Exchange in Germany. By downloading the g...
  • Introducing our own tools: How to track and analyse stocks with GCS
    05 Nov 2021 • 3 min read • 2 0
    GCS is a tool to import stock data directly into Google Spreadsheets. This brings an easy approach for a user to create their own spreadsheets and models for stocks they want to track and analyse. GCS...
  • Potential value in ASOS plc (LON:ASC)
    01 Nov 2021 • 4 min read
    Every month we'll be sharing a breakdown on our investment ideas. Previously we’ve discussed our investments in The a2 Milk Company in New Zealand and Airtel Africa in the UK. Today we’ll discuss our ...
  • Our new investment idea: Airtel Africa (LON:AAF)
    25 Oct 2021 • 3 min read • 3 0
    Every month we'll be sharing a breakdown on our past or present investments. Previously we’ve discussed our investments in Magna International in Canada and The a2 Milk Company in New Zealand. Today w...
  • A review of the Giles Capital portfolio
    20 Oct 2021 • 2 min read • 2 0
    Occasionally we’ll review the performance of our portfolio. It has been over a year since we started, so it’s a good time to look back on our performance. A market beating performance Our performance ...
  • A reader asks: Is TSMC a good investment?
    18 Oct 2021 • 2 min read • 1 0
    Occasionally we'll answer reader's questions when it aligns with our possible portfolio interests. Today we'll look at the prospects of a Taiwanese Semiconductor company. Taiwan Semiconductor Manufact...
  • The A2 Milk Company
    16 Oct 2021 • 4 min read • 1 0
    Every month we'll be sharing a breakdown on our past or present investments. Previously we’ve discussed our investments in Food & Life Companies in Japan and Magna International in Canada. Today we'll...
  • Warren Buffett’s Punch Card Mentality
    16 Jun 2021 • 3 min read • 1 0
    Every month we’ll be sharing some of our process and thinking around our investing. Previously we’ve discussed investing in the Covid recovery with our investment in Rolls-Royce in the UK. Today we’ll...
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