Archive - The Dharma of Capital

An Abundance of Common Sense II

MicroCapClub: A Conversation w/ Anthony Deden

Dec 28, 2024 •

Luis E. Pazmino

November 2024

Alimentation Couche-Tard Inc Investment Thesis

CVS Consolidator

Nov 17, 2024 •

Luis E. Pazmino

October 2024

Super-Investor Series: Dev Kantesaria

Valley Forge Capital Management

Oct 13, 2024 •

Luis E. Pazmino

August 2024

The Formula by Jonathan Clegg and Joshua Robinson

Aug 17, 2024 •

Luis E. Pazmino

July 2024

Jul 8, 2024 •

Luis E. Pazmino

May 2024

An Abundance of Common Sense

The world's most underrated "investor"?

May 27, 2024 •

Luis E. Pazmino

February 2024

Moncler S.p.A. Investment Thesis

Plus: A Short Portfolio Update

Feb 4, 2024 •

Luis E. Pazmino

September 2023

The Morality of Investing

Where do we draw the line?

Sep 3, 2023 •

Luis E. Pazmino

May 2023

Just Another Goddamn Retailer

JD.com and the China Discount

May 13, 2023 •

Luis E. Pazmino

April 2023

Portfolio Update

Apr 3, 2023 •

Luis E. Pazmino

March 2023

Markel Corporation

Mar 5, 2023 •

Luis E. Pazmino

January 2023

Real Men Have Fabs

Taiwan Semiconductor Manufacturing Company (TSMC)

Jan 30, 2023 •

Luis E. Pazmino

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