Capital Light Coverage Update

A brief update on the four names covered so far.

Hello, Capital Light Readers!

This newsletter has, so far, covered 4 companies. The first two, Kneat and Auto Partner, were more in-depth pieces on high-quality businesses (both of which I own) while the latter two, IAI#1 and IAI#2, were immediately actionable investing ideas (the 2nd of which I own, the first of which I’m watching closely).

Given significant market volatility in recent weeks, I think it’s a good time to review the valuations of each of these and see where we ultimately stand.

Let’s dive in!