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Stealth Monopolies: I Looked For Hidden Giants Dominating Niche Markets And This Is What I Found
Identifying under-the-radar companies with monopoly-like dominance in niche markets
Feb 7
29
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Stealth Monopolies: I Looked For Hidden Giants Dominating Niche Markets And This Is What I Found
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7
The 100-Year Stock: A Thought Experiment in Ultra-Long-Term Investing
Exploring the power of century-long conviction and how to identify companies built to last generations
Feb 4
15
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The 100-Year Stock: A Thought Experiment in Ultra-Long-Term Investing
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9
December 2024
7 Science-Tested Methods for Remembering Everything You Read About Stocks
And how to master any industry in 30 days: A neuroscientist's guide for investors
Dec 16, 2024
19
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7 Science-Tested Methods for Remembering Everything You Read About Stocks
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4
How Art Theory Helps Me Spot Corporate Scandals Before They Unfold
Learning from the visual art approach to paint a clear picture of a company's true nature
Dec 5, 2024
6
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How Art Theory Helps Me Spot Corporate Scandals Before They Unfold
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October 2024
The Twin Engines of Increased Conviction: A Framework for Long-Term Investing
Harnessing the knowledge flywheel for companies that get stronger over time
Oct 17, 2024
24
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The Twin Engines of Increased Conviction: A Framework for Long-Term Investing
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August 2024
The Complete Blueprint: How to Profit from Other People's Market Panic
Making money when others lose their heads: Long-Term strategies for short-term panics
Aug 28, 2024
20
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The Complete Blueprint: How to Profit from Other People's Market Panic
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The Ellsberg Paradox: Can Uncertain Investments Be Your Safest Bet?
How a famous investor 4x'ed his money by leveraging our fear of the unknown
Aug 19, 2024
22
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The Ellsberg Paradox: Can Uncertain Investments Be Your Safest Bet?
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2
Sentinel Companies: How to Identify, Track & Profit From Businesses that Anticipate New Market Trends
A note on harnessing environmental science to apply early warning indicators in financial markets
Aug 13, 2024
10
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Sentinel Companies: How to Identify, Track & Profit From Businesses that Anticipate New Market Trends
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3
The Power of Simplicity: How to Explain (and Understand) Anything
Strategies and techniques for simplifying complex ideas to make profitable investment decisions
Aug 6, 2024
11
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The Power of Simplicity: How to Explain (and Understand) Anything
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2
July 2024
Beyond the Base Case: Unlocking the Power of Scenario Analysis for Equity Research - Part II
Making investment decisions, black swans, and using base rates to anchor your forecasts
Jul 31, 2024
3
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Beyond the Base Case: Unlocking the Power of Scenario Analysis for Equity Research - Part II
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Beyond the Base Case: Unlocking the Power of Scenario Analysis for Equity Research - Part I
How to identify critical factors, assess risks, and make informed decisions to better forecast earnings
Jul 29, 2024
5
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Beyond the Base Case: Unlocking the Power of Scenario Analysis for Equity Research - Part I
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The Complete Guide to M&A Analysis: How to Think Like a Wall Street Veteran
Beyond synergies: the only M&A checklist you'll ever need (with real examples)
Jul 18, 2024
4
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The Complete Guide to M&A Analysis: How to Think Like a Wall Street Veteran
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