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Posts tagged Techtronics

3Q23 Fund Letter

On good capital allocation and why it is hard to find in Asia.

LongriverGraham Rhodes17 October 2023Letters, Evolution, HDFC Bank, Berkshire Hathaway, TSMC, Techtronics, Tencent, Netease

Techtronic Industries: Powering On

Cyclical Headwinds vs. Structural Growth.

CompaniesGraham Rhodes12 April 2023Techtronics, United States, Power Tools

Podcast: Northcape Capital

Protecting the Downside.

Investing, PodcastsGraham Rhodes9 June 2022Techtronics, Power Tools, Network Effects, Emerging Markets