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feedback loops
June 9, 2018
Moats of Discipline, Moats of Control: Investing Beyond The Castle
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February 21, 2018
Impressions from Ideaweek St. Moritz 2018
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February 7, 2018
What Happens When These Standard Psychological Tendencies Combine?
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December 19, 2017
Mohnish Pabrai on Philanthropy
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September 27, 2017
Reciprocation Tendency
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September 17, 2017
Tom Gayner on the Indispensable Drivers of Long-Term Compounding
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September 17, 2017
Software Feedback Loops Enable Winner-Take-All Markets
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September 14, 2017
Indian Infrastructure: A Decade in the Making
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September 9, 2017
A Thesis on the U.S. Airline Industry
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July 18, 2017
Mattersight: Recurring Revenue and Valuable Proprietary Dataset
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July 17, 2017
Baidu: Wide-Moat Search Business with Artificial Intelligence Optionality
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June 29, 2016
Interactive Brokers: Investing Alongside a Great Owner-Operator
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June 29, 2016
QHR Technologies: Leading Electronic Medical Records (EMR) Provider
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July 1, 2013
The Search for Advantaged Value Investments: Case Study on Steinway
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