Education
The Spotlight
When you buy things to draw attention to yourself, all you attract is the wrong people.
Oct 8, 2025 · 5 min read min
Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
Educational articles written by full-time investors — business breakdowns, interviews, and presentations.
When you buy things to draw attention to yourself, all you attract is the wrong people.
MC-GUTS was up +32.4% YTD, outperforming the iShares Microcap ETF +15.2%, S&P 500 +14.7%, and Nasdaq +17.9% respectively.
A brilliant book combining Buffett’s greatest investments with Sun Tzu’s timeless strategies.
10X stocks are wonderful - if you can find them, position them, hold thru deep drawdowns, and avoid round-trippers
A business always rises and falls to the quality level of management’s decision making.
Chemicals-as-a-Service