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mental models
January 9, 2024
If You Could Pick Twenty Stocks for Twenty Years, Which Would You Pick?
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June 25, 2023
CDW: Scale-Advantaged Value-Added Reseller With Growth Runway
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July 1, 2022
LGI Homes: Owner-Operated, Process-Driven, Top 10 Homebuilder
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January 22, 2022
Professor Sanjay Bakshi Discusses His Philosophy on Investing and Life
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December 14, 2021
Howard Marks and Chris Goulakos on Tech Disruption and Value Investing
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December 14, 2021
Michael Mauboussin and Saurabh Madaan on Expectations Investing
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August 25, 2021
Learning From Francisco Garcia Parames: Quotations and References
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August 21, 2021
Edward Chang on Investing in Undervalued Growth Stocks
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July 9, 2021
Ferguson: Industrial Distributor With High-ROIC Reinvestment Runway
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May 10, 2021
Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing
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April 6, 2021
Highlighted Tweet by mater_dura
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March 23, 2021
Soumil Zaveri on Finding Great Businesses Early
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March 18, 2021
Ep. 33: Holding Competing Ideas | Porting Models Across Investments
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March 13, 2021
Highlighted Tweet by JMihaljevic
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February 4, 2021
Mohnish Pabrai on His Evolution as an Investor, Lessons from Nick Sleep
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January 12, 2021
Three Clusters For Quality Investing: Elevators, TIC, Aircraft Engines
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January 5, 2021
On Successful Investing: Start with the Simple Question, “Why?”
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October 2, 2020
Honey Bees and the Waggle Dance: A Mental Model
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September 10, 2020
Patrick Collison Talks to Reid Hoffman About the Evolution of Stripe
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September 3, 2020
The Tesla Effect: A Research Report of Tsai Capital Corporation
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