Education
The Hidden Lessons from Monster Beverage Corporation
It's the first 11 years when Monster Beverage was still a microcap that are the most instructive.
Sep 17, 2024 · 7 min read min
Education
Judas Goat
The world doesn’t need more sheep. The world doesn’t need another Judas goat.
Sep 11, 2024 · 6 min read min
Education
The Price of Greatness
Have you ever stopped to think about what truly went into creating one of the most iconic works of art in history?
Sep 2, 2024 · 5 min read min
Education
Large Positions
When I was a private investor, I was super concentrated in 2-3 stocks. All it took was one or two big winners in any given year to have a phenomenal year which I would define as a portfolio return of 75%+.
Aug 27, 2024 · 4 min read min
Business Breakdowns
Quest Resource Holdings Corp (QRHC) - An Asset-Light Waste and Recycling Services Provider
Quest’s unit economics improve with scale because Quest can effectively reduce service costs to its customers, which drives incremental business, creating the flywheel.
Aug 24, 2024 · 2 min read min
Presentation
The Skills of Stock Picking
This presentation isn't what you are expecting, but I think you will enjoy it.
Aug 20, 2024 · 1 min read min