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January 14, 2023
Thinking in First Principles: Focusing on Duration in Equity Investing
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December 16, 2021
Highlighted Tweet by manualofideas
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December 14, 2021
Nick Devlin and Elliot Turner on the Business Model of Naked Wines
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December 14, 2021
Dan Lewis and Ram Parameswaran on Disrupting the U.S. Trucking Industry
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July 8, 2021
Disney: Going Digital — Where Imagination and Experience Converge
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May 6, 2021
Bryan Lawrence on the Investment Philosophy of Oakcliff Capital
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January 27, 2021
Naked Wines: Subscription-Based Business With Strong Unit Economics
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September 3, 2020
The Tesla Effect: A Research Report of Tsai Capital Corporation
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July 3, 2020
Highlights from Wide-Moat Investing Summit 2020
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July 3, 2020
Take-Two Interactive: Premium IP, High ROIC, and Growing FCF
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July 2, 2020
Rimini: Well-Suited to Gain Share in Application Management Services
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April 9, 2020
Isaac Schwartz Shares Perspectives on Value Investing in Asia
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January 9, 2020
MiX Telematics: Owner-Operated Leader with Long Growth Runway
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January 16, 2019
Burford Capital: Leader in Nascent Litigation Financing Asset Class
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January 7, 2019
Is Joint Chiropractic a “Punch Card” Investment?
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July 27, 2018
Trupanion: Moat Based on Proprietary Data and Virtuous Cycle Flywheels
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November 2, 2017
Start with the Customer
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September 21, 2017
The Most Important Moat
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July 12, 2017
Common Sense and the Most Important Moat
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July 7, 2017
CommerceHub: Uniquely Levered to E-Commerce Growth
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