Hamilton
I may not live to see our glory, but I will gladly join the fight, and when our children tell our story, they’ll tell the story of tonight.
Executive Plan
Financial Valuations
Corporate Finance
Passive Investor Insights
- Each month, we will analyze and value two companies, publishing a detailed report on the one that meets our investment criteria. Selected companies may be added to a public model portfolio. These valuations will primarily focus on developed markets, especially the U.S.
- We will periodically publish corporate finance case studies on major companies in Lesotho, offering deeper insight into their strategy, structure, and performance.
- Bi-weekly, we will publish guidance tailored to passive investors, with a focus on index funds and bonds.
Executive Goal
Valuation as a Craft
Lesotho investment environment
Engage Expects
- Valuation is neither pure art nor exact science—judgment matters, and experience sharpens skill. Like woodworking, mastery comes from valuing a wide range of assets across markets, not just repeating the same task. Our goal is to refine this craft by valuing diverse assets in varied environments.
- Our aim to move beyond superficial advice like “Invest” or “Buy Bonds” and instead foster deeper, more practical discussions around why, how, and when to invest.
- We know more what Lerato and Thapelo think about investing than we do what practicing professionals in the field think. We hope to foster an environment where those who know more make the loudest noise.