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Educational articles written by full-time investors — business breakdowns, interviews, and presentations.

Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking
Books

Warren Buffett, Sun Tzu and the Ancient Art of Risk-Taking

A brilliant book combining Buffett’s greatest investments with Sun Tzu’s timeless strategies.

Oct 2, 2025 · 6 min read min
The Myth and Math of 10-Baggers: What Investors Overlook
Evidence Based Research

The Myth and Math of 10-Baggers: What Investors Overlook

10X stocks are wonderful - if you can find them, position them, hold thru deep drawdowns, and avoid round-trippers

Sep 30, 2025 · 9 min read min
Looking Beyond the Numbers
Education

Looking Beyond the Numbers

A business always rises and falls to the quality level of management’s decision making.

Sep 23, 2025 · 6 min read min
Ascent Industries (ACNT): The Specialty Chemicals Business Executing a Transformation
Business Breakdowns

Ascent Industries (ACNT): The Specialty Chemicals Business Executing a Transformation

Chemicals-as-a-Service

Sep 19, 2025 · 2 min read min
LAST CHANCE – 360+ Investors Registered / 67 Companies Confirmed / Join Us!
Announcement

LAST CHANCE – 360+ Investors Registered / 67 Companies Confirmed / Join Us!

Our mission is to raise the standard across the microcap ecosystem.

Sep 18, 2025 · 1 min read min
The Perils of Thesis Drift
Education

The Perils of Thesis Drift

The hardest part is catching yourself in the act of bad behavior and correcting it before it damages the portfolio.

Sep 12, 2025 · 4 min read min