Investment Memos

Our writeups of every security that gets added to the HIPS portfolio will be contained in this section. Each of the links below will be will lead to a page that contains:

  1. Initiation memos: this will likely be the first time we write about a security that we are adding to the HIPS portfolio. It will contain our investment thesis, buy price and view of fair value
  2. Investment updates: any post we submit on an existing position (e.g. results update) will be contained here
  3. Exit / Sell Memos: these will cover all monetisation events (e.g. takeovers, special dividends etc.) as well as the reasons for any current holding we decide to sell

Any article we post that is not related to a specific security we have bought for the portfolio will be contained in the other articles section.

(2015.10.24) Gencan Capital Inc

(2015.08.18) Internet America

(2015.04.24) Emerson Radio

(2015.03.15) Caltagirone Group

(2015.01.04) Genterra Capital Inc

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