A&W Capital
CAPITAL HOLDING COMPANY
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For our future partners:
These extracts from the semi annual letter to the shareholders have been selected to illustrate our investing mindset to future partners.
Buying businesses outright versus buying fractional interests in business via the equities market
An example of why buying fractional interests in business can give us a price advantage over those buying businesses outright.
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Commonwealth Bond Yields
An extract from the September 2019 letter to the shareholders. It defines why we are interested in commonwealth bond rates and what a yield curve inversion means to us.
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Buying during the early stage of COVID-19 crisis
An extract from the March 2020 letter to the shareholders detailing our thinking during the early stage of COVID-19 pandemic.
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Performance Updates
Performance results and research articles are published on Linkedin. Follow us at:
linkedin.com/company/awcapitalptyltd