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BOOKWORM News & Analysis

Bookworm: Is this a capital allocation red flag?
Personal Finance
Bookworm: Is this a capital allocation red flag?
Some threats to a company's ability to generate high returns on capital are outside of management's control. Other things, not so much.
Joseph Taylor | 02 March 2025
Bookworm: The formula behind massive business growth
Personal Finance
Bookworm: The formula behind massive business growth
Why do some companies grow exponentially in value and others do not? Understanding the difference between two types of moat can help.
Joseph Taylor | 24 February 2025
Bookworm: Even simplistic valuation methods are far from simple
Personal Finance
Bookworm: Even simplistic valuation methods are far from simple
Valuing a share requires you to assess the past, forecast the future and layer several assumptions on top of each other. How might that look?
Joseph Taylor | 16 February 2025
Bookworm: A ten minute filter for better quality investments
Personal Finance
Bookworm: A ten minute filter for better quality investments
When it comes to individual shares, avoiding big losers is every bit as important as finding winners. This quick test could make that easier.
Joseph Taylor | 03 February 2025
Bookworm: Should this method have scored me a 30 bagger?
Personal Finance
Bookworm: Should this method have scored me a 30 bagger?
Richard Koch's Star Principle offers a simple way to find high potential companies.
Joseph Taylor | 26 January 2025
Bookworm: How a huge ASX winner upset the odds
Personal Finance
Bookworm: How a huge ASX winner upset the odds
Hamilton Helmer's 7 Powers help us understand an ASX star's unlikely rise to dominance.
Joseph Taylor | 19 January 2025
Bookworm: Legendary fundie exposes mistake in my portfolio
Personal Finance
Bookworm: Legendary fundie exposes mistake in my portfolio
Anthony Bolton delivered incredible long-term returns for investors in the Fidelity Special Situations Fund. What can we learn from his approach?
Joseph Taylor | 13 January 2025