Timeless Wisdom

Mental Model #4 | Ideas Have No Value

Beyond the Idea: Why Execution and Leadership Matter for Investment Success

Nov 4 •

Mental Models #3 | Fundamentally Different

Creating A Business That Is Incrementally Better Is Rarely Enough To Succeed

Oct 28 •

Mental Models #2 | Democratization

Making The Inaccessible Accessible Is A Winning Formula

Oct 21 •

The Fallacy of Price-Centric Investing

Schrödinger's Cat in Finance: A Stock Can Be Both Expensive & Cheap

Oct 8 •

How Dividends Destroy Shareholder Value

Most CEOs Squander Corporate Capital, Only A Select Few Play Their Hand Well

Sep 10 •

Mental Models #1 | Art of Stock Picking

Rule One: You need a latticework of mental models in your head

Aug 20 •

Phil Carret | Learn From The Best

Lessons From One Of Warren Buffett's Investment Heroes

Aug 13 •

The Negative Equity (NAV) Conundrum

If A Business Appears To Be Underwater, Is It A Bad Business?

Aug 9 •

Control Your Emotions, Be Disciplined

Volatility Should Not Be Confused With Risk

Jan 30 •

Magic Investment Formula

Principles for Investing in High-Quality Businesses

Dec 6, 2023 •

Value Investors Are Barking Up The Wrong Tree

Not All Cheap Stocks Are Cheap, Not All Expensive Stocks Are Expensive

Aug 30, 2023 •

Market Distortions | Just An Illusion

Do U.S. Listings Result In A Higher Earnings Multiple?

Aug 24, 2023 •

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