Education
Mentors
Mentors don't have to be perfect, they just have to teach you something.
Jan 25, 2024 · 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.
Mentors don't have to be perfect, they just have to teach you something.
You must always be growing yourself ahead of your portfolio.
Active Patience means knowing what you are looking for and doing nothing until you find it.
“The most important part of our thesis is recruiting the right board.”
There’s only one reason to buy a stock, but there are infinite reasons to sell a stock.
Alpha is generated by being a little different in a disciplined and thoughtful way.