Education
Great Stocks Evolve But Most Investors Don’t
It’s extremely difficult to capture the right tail of monster winners because they are constantly evolving.
Mar 11, 2025 · 5 min read min
Education
Investing Without A Parachute
In bull markets and flat markets, there’s no need for a parachute—you’re still on the plane, climbing higher, cruising effortlessly. But sooner or later, Mr. Market kicks you out. And that’s when reality hits.
Mar 5, 2025 · 5 min read min
Education
A Solid Foundation is Buying at a Low Valuation
To find a 10-bagger first find a stock that can double in three years with conservative fundamental assumptions and no multiple expansion.
Feb 26, 2025 · 6 min read min
Education
The Conviction that Inspires Us
The best stock ideas are hated or unknown in the beginning and loved in the end.
Feb 13, 2025 · 4 min read min
Education
Join the MicroCap Revolution!
There are a bunch of small stocks that will 10x over the next five years that are waiting to be found. Institutions can’t buy them. Only you can.
Jan 16, 2025 · 5 min read min
Education
No One To Blame
Stock picking is an individual sport so the winning streaks are intoxicating and the losing streaks excruciating. It's how we deal with both extremes that sets us up for long-term success.
Dec 22, 2024 · 7 min read min
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