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GigaCloud Technology: The cheapest quality business you passed because of its passport
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The $1M glass ceiling: 3 psychological levers that break it
Jan 30
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Ruben van Putten
2
2
Three cognitive biases that destroy M&A value
Jan 31
•
Ruben van Putten
2
1
Kelly Partners Group: Good Business, Dangerous Narrative
Mar 5
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Ruben van Putten
1
1
5 Quality stocks trading below 15x PE
Feb 3
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Ruben van Putten
1
1
Recent posts
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Why founders sell for half what their business is worth
The psychological patterns that make founders sell quality businesses below market value. A behavioral framework for growth investors.
Mar 10
•
Ruben van Putten
Kelly Partners Group: Good Business, Dangerous Narrative
Ticker: ASX: KPG Current Price: Around AUD $6.00 (as at March 2026) All-Time High: AUD $13.60 (February 2025) Analyst Consensus Target: AUD $4.70-4.90…
Mar 5
•
Ruben van Putten
1
1
Klarna: The $14 Stock That Can’t Decide If It’s a Bank
Is Klarna a bank, a BNPL lender, or a payments network? The answer determines whether $14 is cheap or fair. We ran the numbers.
Feb 26
•
Ruben van Putten
3
Why smart buyers overpay
Discover why smart buyers overpay in M&A deals and how negotiation psychology reveals better strategies to secure lasting value.
Feb 18
•
Ruben van Putten
Four quality companies at record-low valuations
The market is handing investors a gift right now.
Feb 17
•
Ruben van Putten
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Quality Analysis
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GigaCloud Technology: The cheapest quality business you passed because of its passport
GigaCloud trades at 10x earnings with $417M cash and zero debt. Is the China-founder discount warranted or is this the most mispriced small-cap on the…
Mar 12
•
Ruben van Putten
1
Kelly Partners Group: Good Business, Dangerous Narrative
Ticker: ASX: KPG Current Price: Around AUD $6.00 (as at March 2026) All-Time High: AUD $13.60 (February 2025) Analyst Consensus Target: AUD $4.70-4.90…
Mar 5
•
Ruben van Putten
1
1
Klarna: The $14 Stock That Can’t Decide If It’s a Bank
Is Klarna a bank, a BNPL lender, or a payments network? The answer determines whether $14 is cheap or fair. We ran the numbers.
Feb 26
•
Ruben van Putten
3
Four quality companies at record-low valuations
The market is handing investors a gift right now.
Feb 17
•
Ruben van Putten
Traps
Why smart VCs make predictably bad decisions
The venture capital industry prides itself on rigorous analysis and data-driven decision making.
Feb 12
•
Ruben van Putten
1
2
The founder's valuation trap
How to convert operational excellence into market-aligned value—without leaving millions on the table
Feb 2
•
Ruben van Putten
1
1
Three cognitive biases that destroy M&A value
Companies worldwide spend $2-4 trillion annually on mergers and acquisitions, with 2025 reaching $2.14 trillion in the first half alone.
Jan 31
•
Ruben van Putten
2
1
Decision Frameworks
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Why founders sell for half what their business is worth
The psychological patterns that make founders sell quality businesses below market value. A behavioral framework for growth investors.
Mar 10
•
Ruben van Putten
Why smart buyers overpay
Discover why smart buyers overpay in M&A deals and how negotiation psychology reveals better strategies to secure lasting value.
Feb 18
•
Ruben van Putten
The founder premium: why owner-operated businesses consistently outperform
Why founder-led businesses deliver 23% higher growth and superior returns.
Feb 7
•
Ruben van Putten
1
1
The three quality signals that predict compounding better than growth metrics
Two companies both grew revenue 100% last year.
Feb 4
•
Ruben van Putten
1
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