<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[Bajic Capital]]></title><description><![CDATA[Bajic Capital is a value-oriented investment partnership focused on long-term investing.]]></description><link>https://bajiccapital.wixsite.com/website-1/news-updates</link><generator>RSS for Node</generator><lastBuildDate>Mon, 11 May 2026 21:17:23 GMT</lastBuildDate><atom:link href="https://www.bajiccapital.com/blog-feed.xml" rel="self" type="application/rss+xml"/><item><title><![CDATA[Family-owned companies outperformed]]></title><description><![CDATA["Owners are different from tenants. I know of a couple who rented out their house, and the family who moved in nailed their Christmas tree to the hardwood floors instead of using a tree stand. Expedient, I suppose, and admittedly these were particularly bad tenants, but no owner would be so short-sighted." Jeff Bezos A Credit Suisse analysis supports this quote from Jeff Bezos, showing that family-owned companies, like dedicated homeowners, have outperformed non-family firms since 2006. This...]]></description><link>https://www.bajiccapital.com/post/family-owned-companies-outperformed</link><guid isPermaLink="false">69b6be8f55878d6d483684a2</guid><pubDate>Sun, 15 Mar 2026 14:14:25 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6f3908_efd631d58fd94cd48142b22ffff76d1c~mv2.png/v1/fit/w_696,h_371,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Tomislav Bajic</dc:creator></item><item><title><![CDATA[Domino's Pizza vs. Google]]></title><description><![CDATA[This chart always amazes me. It’s not just about technology vs. pizza – this is a lesson in business fundamentals. You don’t need to enter new, flashy markets with massive addressable potential to achieve exceptional returns. Sometimes, it’s the old, “boring” markets, combined with strong unit economics and relentless execution, that drive the most surprising outcomes. For Domino's shareholders, mastering its franchise model has been just as valuable as Google’s dominance in digital advertising.]]></description><link>https://www.bajiccapital.com/post/domino-s-pizza-vs-google</link><guid isPermaLink="false">69b6bdd030db5401f4efb188</guid><pubDate>Sun, 15 Mar 2026 14:10:48 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6f3908_9051382ff8a04812b3e62ff102cd1b5e~mv2.jpg/v1/fit/w_1000,h_1000,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Tomislav Bajic</dc:creator></item><item><title><![CDATA[Bull vs. Good]]></title><description><![CDATA[In a bull market, it’s easy to feel like a genius. Every trade seems to work, every decision looks brilliant, and confidence skyrockets. But let’s be honest—how much of that success is real skill, and how much is just the market lifting all boats? This image perfectly captures the reality: the 'bull market' is the unseen force boosting our game, while we proudly think it's all our own doing. It’s a humbling reminder that markets don’t always stay this generous.]]></description><link>https://www.bajiccapital.com/post/bull-vs-good</link><guid isPermaLink="false">69b6bcbcc9217dcc1ceb4c60</guid><pubDate>Sun, 15 Mar 2026 14:06:24 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6f3908_d23be327637f4721bd615f1a6f2e9fcf~mv2.jpg/v1/fit/w_680,h_874,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Tomislav Bajic</dc:creator></item><item><title><![CDATA[The Concept of the Capital Cycle]]></title><description><![CDATA[In the world of investing, a simple rule prevails: high returns attract capital, while low returns have the opposite effect. Essentially, capital tends to flow into sectors with high returns, leading to excess capacity and lower returns over time. Conversely, low returns drive capital out, reducing capacity and eventually boosting returns. This perpetual dynamic, known as the capital cycle, impacts the competitive landscape of industries in relatively predictable patterns, as shown in the...]]></description><link>https://www.bajiccapital.com/post/the-concept-of-the-capital-cycle-within-the-context-of-investing</link><guid isPermaLink="false">69b6bc08fae9b1d3432f4d28</guid><pubDate>Sun, 15 Mar 2026 14:04:09 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6f3908_e8c46245ba56439a9da8d68397184b13~mv2.jpg/v1/fit/w_680,h_627,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Tomislav Bajic</dc:creator></item><item><title><![CDATA[Sources of S&#38;P 500 Returns]]></title><description><![CDATA[Stock returns depend on three key factors: 1. Earnings 2. Dividends 3. Valuation The best way to invest is to put all three engines to work for you. By investing in companies with earnings growth, attractive dividends, and valuations that offer upside potential, you effectively set up three engines driving your portfolio's return.]]></description><link>https://www.bajiccapital.com/post/sources-of-s-p-500-returns</link><guid isPermaLink="false">69b6ba8055878d6d48367d23</guid><pubDate>Sun, 15 Mar 2026 13:56:28 GMT</pubDate><enclosure url="https://static.wixstatic.com/media/6f3908_bbb08c7afbf94fb4b0ead7da2630a119~mv2.png/v1/fit/w_680,h_379,al_c,q_80/file.png" length="0" type="image/png"/><dc:creator>Tomislav Bajic</dc:creator></item></channel></rss>