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Emerging Champions: Small-Cap Stocks with Hidden High-Growth Segments (And 7 Worth Watching)
How investors can generate returns by analyzing the overlooked business segments hidden inside seemingly ordinary companies
Jun 18
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Emerging Champions: Small-Cap Stocks with Hidden High-Growth Segments (And 7 Worth Watching)
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What Would Prove You Wrong? The Most Important Question In Investing
How treating your investment ideas like scientific hypotheses can protect you from costly mistakes
Jun 10
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What Would Prove You Wrong? The Most Important Question In Investing
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Moury Construct SA (MOUR): A €213M Small-Cap With €116M Net Cash, 85% 5-Year Avg. ROIC, and ~10% Revenue Growth — Trading at Just 3x LTM…
Technical expertise, decades of reputation and client relationships: Exploring a rare European gem with the kind of value-for-money I haven’t seen in a…
Jun 7
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Moury Construct SA (MOUR): A €213M Small-Cap With €116M Net Cash, 85% 5-Year Avg. ROIC, and ~10% Revenue Growth — Trading at Just 3x LTM EV/EBITDA
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May 2025
On Why Carrying a Notebook Might Make You a Better Investor
Exploring how history’s greatest minds leveraged constant note-taking to unlock extraordinary insights—and how you can too
May 23
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On Why Carrying a Notebook Might Make You a Better Investor
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Some Thoughts on GOOG: An 'Emperor Has No Clothes' Moment
A melting moat, and no cavalry in sight
May 8
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Some Thoughts on GOOG: An 'Emperor Has No Clothes' Moment
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April 2025
Unseen Edges: How Regulatory Loopholes Can Create Great Investment Opportunities (and Moats)
How some companies use regulatory red tape as a weapon to outcompete their rivals.
Apr 29
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Unseen Edges: How Regulatory Loopholes Can Create Great Investment Opportunities (and Moats)
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When Everyone Codes at Warp Speed... Where’s the Moat?
A look into the AI coding revolution: What every investor has to know before investing in software companies and how Cursor and Windsurf are sending…
Apr 22
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When Everyone Codes at Warp Speed... Where’s the Moat?
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ContextLogic Inc. (LOGC): A $173M Microcap Sitting on $225M Cash and $2.8B in Federal NOLs
Heads you win, tails you break even: how a tiny team controls $2.8 billion in tax shields—and why this could be a classic special situation
Apr 15
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ContextLogic Inc. (LOGC): A $173M Microcap Sitting on $225M Cash and $2.8B in Federal NOLs
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Unburdened: In Praise Of No Debt
The strategic case for net cash: Ensuring resilience in an unpredictable world
Apr 11
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Unburdened: In Praise Of No Debt
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Why Failed Companies’ Hidden Tax Assets Might Be Your Most Profitable Investment Yet in 2025
Turning tax losses into attractive investment setups: a guide to understanding and profiting from NOL-rich companies
Apr 7
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Why Failed Companies’ Hidden Tax Assets Might Be Your Most Profitable Investment Yet in 2025
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Velan Inc. (VLN): A De-Risked Nuclear Renaissance Play Positioned for Strategic Takeover
Risk-reward analysis supports an attractive, asymmetric return profile, creating multiple paths to realize shareholder value
Apr 4
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Velan Inc. (VLN): A De-Risked Nuclear Renaissance Play Positioned for Strategic Takeover
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March 2025
Building an Investment Knowledge Network: Cognitive Science Tactics for Long-Term Podcast Learning
A step-by-step guide to curating, capturing, and connecting ideas from podcasts: A workflow for investors
Mar 18
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Building an Investment Knowledge Network: Cognitive Science Tactics for Long-Term Podcast Learning
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