Atlas Oak

Index Investing vs. Buffett-Style Value Investing: A Comparative Analysis

Atlas Oak Research

May 3 • 

philip

1

April 2025

Selling: Freetrailer (FREETR) (+78%)

Selling my position in Freetrailer.

Apr 30 • 

philip

Investment Thesis: Evolution (EVO)

Evolution Investment Thesis explained like you're 12.

Apr 11 • 

philip

The Man Who Never Lost. Forbes, October 2, 1978

An story about a unknown private value investor

Apr 11 • 

philip

How to Analyse Financial Statements: The Cash Flow Statement (Part 3)

A Practical Guide to Value Investing

Apr 10 • 

philip

How to Analyse Financial Statements: The Balance Sheet (Part 2)

A Practical guide to Value Investing

Apr 10 • 

philip

How to Analyse Financial Statements: The Income Statement (Part 1)

A Practical guide to Value Investing

Apr 10 • 

philip

1

March 2025

Investment Thesis: Alibaba (BABA)

Capitalizing on Structural Growth Amid Market Mispricing

Mar 9 • 

philip

1

February 2025

High Expectations, Low Margins for Error: Asymmetrical risk-reward.

When Optimism Is Priced In, Disappointment Can Be Costly

Feb 22 • 

philip

2

January 2025

Market Update! Change in consensus?

40% up since inception (5 months)

Jan 31 • 

philip

4

December 2024

Portfolio Update Q4 2024

No Santa rally this year!...

Dec 20, 2024 • 

philip

2

November 2024

Investment Thesis: Freetrailer (FREETR)

An easy-to-run business with great management, understandable business model and predictable cash flows.

Nov 10, 2024 • 

philip

4

2