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feedback loops
June 21, 2023
Atkore: High-ROIC Leader in Attractive Electrical Component Niche Markets
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April 26, 2023
KDDL: Unique Twofer Tied Closely to Swiss Luxury Watch Industry
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December 21, 2022
Christopher Tsai on Intelligent Investing in an Age of Disruption
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December 14, 2021
Bryan Lawrence on the Two Challenges Facing a Fund Manager
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December 20, 2020
Complexity vs. Simplicity: Surprising Implications for Investors
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September 10, 2020
Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe
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August 10, 2020
Spotify: A Case Study in Business Strategy and Value Compounding
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July 3, 2020
Highlights from Wide-Moat Investing Summit 2020
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July 3, 2020
Stitch Fix: Owner-Operated Online Retailer with Solid Unit Economics
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July 3, 2020
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July 3, 2020
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Select Portfolio Investments: Building Products Companies
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George Soros on the General Theory of Reflexivity
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September 14, 2019
Highlighted Tweet by remouherek
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Mohnish Pabrai on His Book, The Dhandho Investor
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August 13, 2019
GoDaddy: Scale Player in a Fragmented Industry
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