16 Jan 2026
9 minutes read
Phil Fisher Texas Instruments Play and Key Takeaways From 6 Investing Legends
I have spent twenty years building software systems. In that time, I have learned one absolute truth: the best …
Investing legends
09 Jan 2026
9 minutes read
Why Good Management and R&D Matter - Phil Fisher Real World Examples
In engineering, we have a saying: good architecture survives bad code, but no amount of good code survives bad …
02 Jan 2026
11 minutes read
Phil Fisher Growth Investing - 15 Points to Find Outstanding Companies
Most investors think of Warren Buffett when somebody says “growth investing.” Wrong guy. The real father of …
26 Dec 2025
9 minutes read
Boring Stocks That Print Money - Service Corp, La Quinta, and Lynch Lessons
A company that buries people. A budget motel chain nobody heard of. A telephone monopoly forced to break apart. A …
19 Dec 2025
9 minutes read
Lynch Stock Picks - Hanes, the Limited, and Finding Winners in Everyday Life
Your wife comes home from grocery store with pantyhose in a plastic egg. Your teenager drags you to some clothing shop …
12 Dec 2025
9 minutes read
Peter Lynch - From Caddy to Magellan Fund Legend Who Says Invest in What You Know
Most professional fund managers underperform a simple index fund. They have Bloomberg terminals, Ivy League MBAs, teams …
05 Dec 2025
10 minutes read
More Klarman Bargains - Liquidations, Holding Companies, and Hidden Assets
Some of the best investments are not elegant. They are messy. They involve complicated merger terms, hodgepodge asset …
28 Nov 2025
10 minutes read
Klarman Distressed Investing - HBJ Publishing, Bank Failures, and Savings Banks
When a company files for bankruptcy, most investors run. When a bank announces catastrophic losses, portfolio managers …
21 Nov 2025
9 minutes read
Seth Klarman and Baupost Group - Margin of Safety Approach to Investing
Some investors chase momentum. Others chase narratives. Seth Klarman chases the gap between what something costs and …
14 Nov 2025
8 minutes read
Merger Securities and Special Situations - Greenblatt Advanced Plays
When a company gets acquired, shareholders usually get cash. Simple. But sometimes they get a strange basket of …
07 Nov 2025
9 minutes read
Greenblatt Spin-Off Plays - Host Marriott, Strattec, and Hidden Value
When corporation splits itself in two, Wall Street panics. Institutions dump shares they do not understand. Index funds …
31 Oct 2025
8 minutes read
Joel Greenblatt Magic Formula - Simple System That Beats Wall Street
Most investing strategies sound complicated. Hundreds of variables, proprietary screens, neural networks, teams of PhDs …
24 Oct 2025
9 minutes read
Graham Final Plays and His Lasting Legacy on Wall Street
Every company tells a story with its financial statements. Problem is, some companies are better at fiction than others. …
17 Oct 2025
7 minutes read
More Graham Bargains - International Flavors, McGraw-Edison, and Cheap Stocks
When you line two companies up side by side, truth becomes hard to ignore. One looks expensive. The other looks cheap. …
10 Oct 2025
9 minutes read
Graham Conservative Portfolio - American Home Products and H&R Block
There is a trick that experienced engineers use when evaluating two competing technologies. You do not look at each one …
03 Oct 2025
9 minutes read
Graham Defensive Picks - REITs and Air Products at Discount
One of the most useful exercises in investing is putting two similar companies next to each other and asking a simple …
26 Sep 2025
9 minutes read
Benjamin Graham - From Immigrant Kid to Father of Value Investing
Here is something that always hits me hard. There was a moment when a young boy walked into a bank to cash a check for …
19 Sep 2025
9 minutes read
Benjamin Graham Value Investing Principles That Still Work Today
Look, before Warren Buffett became Warren Buffett, he learned everything from one guy. Benjamin Graham. The Father of …
12 Sep 2025
9 minutes read
Buffett Goes Shopping - BNSF Railway, Precision Castparts, and Kraft Heinz
When you manage tens of billions of dollars, you cannot buy small companies and move the needle anymore. You need …
05 Sep 2025
8 minutes read
Buffett and Washington Post - Buying Dollar Bills for 25 Cents
Look, imagine you walk into a store and see a crisp $100 bill on the shelf with a price tag of $25. You would buy every …
29 Aug 2025
9 minutes read
Buffett Cigar Butt Days - Sanborn Maps and American Express Plays
Look, everyone knows Warren Buffett as the guy who buys great companies and holds them forever. But early in his career, …
22 Aug 2025
8 minutes read
How Buffett Built Berkshire Hathaway Into an Empire
Look, most people think building an empire starts with some grand vision and a pile of cash. Buffett built his out of a …
15 Aug 2025
10 minutes read
From Selling Coke at Age 6 to Running a Partnership - Warren Buffett Early Years
Look, some people spend their twenties figuring out what to do with their lives. Warren Buffett was already buying …
08 Aug 2025
8 minutes read
Warren Buffett Investment Philosophy Explained Simply
Look, there is one investor whose name comes up in every single conversation about building wealth, and it is Warren …
01 Aug 2025
7 minutes read
6 Legendary Investors Who Actually Beat the Market
Look, every week there is another headline telling you that beating the market is impossible. That nobody can do it. …