In our 2Q 2024 Investor Letter, we discuss Pinduoduo. https://lnkd.in/gGyRK7Aq
Kalakau Avenue
Investment Management
Engaged in the pursuit of investment excellence and life-long learning | kalakauavenue.com
About us
Kalakau Avenue manages a concentrated portfolio of the highest-quality companies over the very long-term. If you're interested in working at Kalakau Avenue, please see https://kalakauavenue.com/careers
- Website
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kalakauavenue.com
External link for Kalakau Avenue
- Industry
- Investment Management
- Company size
- 1 employee
- Headquarters
- Sydney
- Type
- Privately Held
Locations
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Primary
Get directions
Sydney, AU
Updates
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Our research management system has made the Top 10 of all Notion investment templates globally (ranked by downloads). We're happy to be helping so many people with their investment processes. #notion #investment #researchmanagementsystem #notiontemplates
Research Management System
kalakauavenue.com
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In our 1Q 2024 Investor Letter, we re-look at our positions in Alibaba and Charter Communications. https://lnkd.in/gtWMkAij
1Q 2024 Investor Letter
kalakauavenue.com
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Our strategy was up +64.5% net (+66.2% gross) for 2023. In our 2023 investor letter, we reflect on the first 5 years of our strategy and outline our Salesforce investment case (owned since 2020). https://lnkd.in/gjQdDhiV
4Q 2023 Investor Letter
kalakauavenue.com
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We had fun talking with Tilman Versch at Good Investing about the importance of a great Research Management System in the investment process. We've made ours (built in Notion) free to download on our website. #notion #researchmanagementsystem
Managing a research process is hard 😣. But there is one free tool out there, that could help you make it easier. Matthew Brown has built it on Notion. We chatted about it in my recent podcast:
Matthew Brown, why have you built an awesome research management system for free?
https://www.youtube.com/
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Free tickets are still available for female investors at RV Capital's annual conference in Engelberg (January 13/14th). A great gathering of like-minded long-term investors and allocators, described by some as a mini-Berkshire Hathaway conference. Highly recommend, and great that Rob is promoting investing for women. GAIN - Girls Are Investors, check this one out. https://www.rvcapital.ch
RV Capital | Business Owner Fund
rvcapital.ch
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Are companies considering the share price when making stock repurchases? GOOG: The steam train approach. We just keep buying, who cares what the price is? META: We are now conscious of the price after our huge blunder in 2021 where we made a record buyback at record prices. MSFT: We buy high and sell low.
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Three common questions arose during our launch. We offer some thoughts to these questions here...
FAQs During our Launch
kalakauavenue.com
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A great opportunity…
Calling all teachers, educators & school career advisors! The GAIN Investment Challenge will be back for it's second year in Spring 2024 and we'd love for you to consider joining us for this fantastic learning experience for your students. Don't just take our world that it is an enriching student experience, check out how King Edward VI High School for Girls felt about taking part in 2023: https://buff.ly/45E0eTd Interested? Find out more & register here: https://buff.ly/3r1xWD0
The GAIN Investment Challenge
kehs.org.uk