Read a complete sample
We have lots to read for free, but if you’re interested in seeing an article in full, including valuation approach, here’s a look at one of our earlier pieces:
Adobe: A Generational Bargain, Or A Value Trap?
Sitting atop the Cannibals list is a name I was quite frankly scared to do the leg work on. I can try to add suspense, but the title already gave away that we’re going to take a look at Adobe.TechBreakdowns is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.
Understand the approach
The two screens we aim to build our portfolio around work inside and outside of tech. Backtesting shows both approaches beat the market over the last 20 years. Further backtesting shows that if we successfully approach this qualitatively too we can do even better. The goal of the research and the screeners is to try and do even better.
We breathe, invest slow, and invest over a long time horizon.
Tech Cannibals are our established companies that are buying back stock:
Tech Cannibals
This is going to be a three part series. From there, I’m not sure where we’ll take it, but I imagine it’ll be a consistent part of the TechBreakdowns flow.
Tech Reinvestors are redeploying their capital in good ways to continue stellar growth:
Tech Reinvestors
In our last post we spoke about Tech Cannibals. Investments in tech companies that are consuming themselves, and positioning your portfolio for a massive windfall, albeit years down the line. They let you sleep safe at night though.
Explore the paid content
Paid subscribers can come right here and access portfolios, links, and other tools as we build them out.
Complete investment research — Business analysis plus valuation assumptions, scenarios, and your decision.
Cannibal and Reinvestor screeners — What the lists contain, their latest data date, and the actual update schedule.
Tracked model portfolio — What readers can inspect: holdings, dated decisions, and thesis updates, according to what is currently available.