Insights.

Inspiring fundamental research – financial articles, shareholder letters, earnings call recaps, business wisdom, and much more.

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Articles

Sam Zell: 8 Investing Lessons

Sam Zell: 8 lessonsSam Zell focuses on understanding the intrinsic value of assets rather than following market trends, making investments that logically make sense based on in-depth industry analysis.

Recap #27 features NVIDIA, HEICO, and Sam Zell's 8 lessons

Recap #27We’ve curated core ideas and lessons from the legendary investor Sam Zell, who recently passed away at the age of 81. Also, this dispatch includes quarterly highlights and curated quotes from HEICO and NVIDIA.

Recap #26 features Sea Limited, Copart, and David Barber’s legendary 1997 speech "Delivering Shareholder Value"

Recap #26This issue contains highlights from Copart’s and Sea Limited’s recent earnings calls, and curated core ideas from David Barber’s legendary 1997 speech "Delivering Shareholder Value".

David Barber: Delivering Shareholder Value

David Barber: Delivering Shareholder ValueRecapping David Barber's speech, co-founder of Halma, from 1997 describing the secret of the group’s success as a combination of strategic long-term vision and steady purpose.

Q1 2023, 13F filings for Michael Burry, Li Lu, and David Eisenhorn

Transactions of Famous InvestorsThe 13F reports are now available – get a peek behind the curtain of what some of the most prolific investors are buying and selling.

Recap #25 features Constellation Software, Berkshire Hathaway, Walt Disney, and Airbnb.

Recap #25This issue covers the latest trends and results from Constellation Software, Berkshire Hathaway, Walt Disney, and Airbnb.

Earnings Season Recap #24 features Moncler, Apple, HelloFresh, and MercadoLibre

Recap #24This issue covers the latest trends and results from Moncler, Apple, MercadoLibre, and HelloFresh

Weekly Recap #23 features earnings calls from Visa, Amazon, Meta, Microsoft, and Alphabet

Recap #23This issue covers the latest trends and results from several of the world’s largest companies such as Amazon, Visa, Meta, Alphabet, and Microsoft.

Recap - 22

Recap #22Bank Week: Citi, BofA, WF, MS, GS, and last but not least, Tesla

Waste Management is a boring business with intriguing investment outlooks. Illustrated garbage truck in a rural neighbourhood

10 Boring CompaniesTo get great or stable returns, you don't necessarily need to be on the hunt for the "next big thing."

Recap 21

Recap #21 Netflix’s price reductions, Amazon’s ads opportunity, JPMorgan, and BlackRock

Warren Buffett portrait in Quartr style

Warren Buffett Partnership Letters: 8 Key Lessons Timeless wisdom on business building, long-term thinking, incentives, investing, and more.