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

Pontus Dackmo: Strong Opinions, Loosely Held
Strong Opinions, Loosely Held: Pontus Dackmo on Flexibility and Market Psychology
After a two-decade career in finance, Pontus Dackmo co-founded Protean Funds Scandinavia in 2022, where he now serves as CEO and Investment Manager.
2024-09-06
Howard Marks
Inside the Head of Howard Marks
Howard Marks' investment wisdom on cycles, risk management, and how the price dictates investing success.
2024-06-28
Bill Gurley: Venture Capital, Benchmark & Thought Leadership
Bill Gurley: Venture Capital, Benchmark & Thought Leadership
Explore Bill Gurley: from his early venture capital investments to thought leadership and view on corporate governance.
2024-03-15
The article "A fad with staying power" from the notorious investor Peter Lynch
A Fad With Staying Power
Peter Lynch, one of the most successful fund managers of all time, authored this insightful article in 1993. It explores the complexities of investment choices, emphasizing how hesitation and doubt can lead to missed opportunities.
2023-12-18
Francois Rochon
Francois Rochon and the Art of Investing
A deep-dive into Giverny Capitals Francois Rochon's investment strategy and framework, which has netted his firm an annualized return of over 14% since inception.
2023-12-13
Chuck Akre
Chuck Akre: Above Average Returns and a Legendary Framework
Charles T. “Chuck” Akre is not the first successful fund manager that a newcomer to the world of investing is likely to start out studying.
2023-12-13
Norways Sovereign Wealth Fund
Norway's Sovereign Wealth Fund: Creating Lasting Prosperity
But what makes Norway’s striking of oil so fundamentally different from its worse faring counterparts? The answer is in large part its Norwegian Government Pension fund, and Norges Bank Investment Management
2023-11-24
Reece Duca
Reece Duca: The Manager Who Outperformed Buffett
Reece Duca’s long-term track record is nothing short of mastery. He’s barely given any public insights into his remarkable career – until a recent interview with Tegus CFO Bob Casey.
2023-11-13
Stanley Druckenmiller
Stanley Druckenmiller: Breaking the Bank
Stanley Druckenmiller's reputation as an investment titan is nothing but legendary, and his performance makes him one of the most successful hedge fund managers of all time.
2023-11-09
Why Missing Earnings Calls
Earnings Calls: A Key Part of Your Investment Strategy
In the rapidly changing and cut-throat competitive world of investing, staying informed is a necessity. Earnings calls and their transcripts offer a goldmine of insights
2023-11-08
Tom Murphy
Tom Murphy: The Unconventional Media Maestro
Celebrated as one of the eight unconventional CEOs in William Thorndike’s book "The Outsiders," Murphy’s reputation is cemented among the greats. As the Chairman and CEO of Capital Cities/ABC, Inc., his leadership was not just about grand vision; it was about execution and delivering shareholder value.
2023-11-07
Mohnish Pabrai
Mohnish Pabrai: Mastering Buffett's Playbook to Billion-Dollar Success
Known for his profound understanding of value investing and his close relationship with Warren Buffett and Charlie Munger, Mohnish Pabrai has become a figure of immense interest for investors and finance enthusiasts worldwide.
2023-11-06
Value investing with Aswath Damodaran: Intrinsic Value vs Price
Aswath Damodaran: The Dean of Valuation
A finance professor, author, and blogger, Aswath Damodaran is widely regarded as one of the foremost experts in valuation, and his contributions to the field are nothing short of legendary. Let's delve into the journey of this valuation maestro, often dubbed the 'Dean of Valuation,' and explore his most renowned works and ideas, as well as the factors that have cemented his reputation as one of the most famous and respected figures in valuation worldwide.
2023-11-01
Chasing_Tenbaggers_Hero
Chasing 10-baggers: The Timeless Wisdom of Peter Lynch
Peter Lynch's investment strategies: picking high-growth companies, the significance of simplicity, and why amateurs often outperform professionals.
2023-10-09
Chuck Akre's Three-Legged Stool
Chuck Akre’s Three-Legged Stool: A Long-Term Investing Framework
When it comes to long-term investing, Chuck Akre’s iconic "Three-Legged Stool" framework stands out as a lucrative approach for evaluating investment opportunities. According to Akre, three key characteristics can above all drive incredible long-term investment returns: Exceptional Business, Killer Management, and a Reinvestment Moat. Here’s a closer look at each of the three "legs" that make up this robust model.
2023-10-03
Nomad Costco
Investing Mastery with Nick Sleep: Nomad's Costco Investment
Nick Sleep remains a mysterious figure in the world of investing and has avoided giving barely any interviews. He and his companion Qais Zakaria, together forming the Nomad Partnership, boasted an astounding 921% investment return between 2001-2014, dwarfing the MSCI World Index's 117% return during the same timeframe.
2023-09-28
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