Insights

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

Sam Zell: 8 Investing Lessons

Sam Zell: 8 lessons

Sam 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.

2023-05-29

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

Transactions of Famous Investors

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

2023-05-23

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.

2023-03-27

Portrait of Terry Smith from behind in front of some computer screens in an office with lots of papers

Get to know: Terry Smith

An investor portrait of the quality-focused UK fund manager Terry Smith, founder of Fundsmith.

2023-01-19

Illustration of Magellan Fund Manager, Peter Lynch, sitting at his desk

Get to know: Peter Lynch

An investor portrait of the iconic US fund manager Peter Lynch, most known for his classic investing book One Up On Wall Street.

2023-01-09