Education
The Last Moat
The ultimate edge is still simply being present with management in varying ways that most other investors aren’t doing.
Apr 28, 2026 · 5 min read min
Education
Defending Your Convictions
As you gain more self-confidence you realize the more defending you do the more you anchor yourself to yesterday’s conviction.
Apr 15, 2026 · 4 min read min
Education
Are You an Analyst or an Investor?
The transition from analyst to investor is found by developing your skillset beyond finding great ideas to executing on great ideas
Apr 8, 2026 · 9 min read min
Education
Find Your Swing
With every successful stock picker, you can find someone on the exact opposite side of the spectrum doing it at a GOAT level of competence and performance.
Mar 31, 2026 · 6 min read min
Education
Finding Monsters in the Desert
The Sahara desert is roughly the size of the United States. The microcap ecosystem can feel like the Sahara dessert.
Mar 22, 2026 · 3 min read min
Education
Strengths as Weaknesses
“One marker that I’m seeing someone clearly is when I understand how their strengths are also their weaknesses, how their genius lives right next to their dysfunction.”
Mar 17, 2026 · 3 min read min
Scroll to load more posts…