About Quipus
Quipus Capital is an investment knowledge repository, i.e. a growing compendium of information about companies and industries, from the perspective of a long-only, long-term, operator-mindset investor.
I look at hundreds of global companies, read a lot, and build expert networks. I condense all that information in Quipus and send it to you, ideally not more than once or twice a month. As time passes, I hope Quipus registers a great lot of long-lived valuable information.
You can expect a monthly or biweekly email with some of the following:
Deep dives on industries and quality companies.
Shorter-form theses on opportunities in inefficiently priced securities.
Aggregate excerpts on low-quality companies.
Miscellaneous investment and related topics I feel like writing about.
And access to all of the information previously published in the repository.
For a curated list of all posts by topic, please
My strategy/philosophy
I evaluate companies with some clear guidelines:
I’m okay with spending a lot of time on a company without investing in it. I’m not trying to spam you with buy recommendations.
Operations, positioning, and strategy are more critical than financial statements. I pay close attention to what industry members think.
Knowledge compounds, so I look at companies in the same industry. I’m concentrating on global apparel companies in retailing and manufacturing.
