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My Quality Investment Philosophy
The quality investment philosophy summarized in one article.
Jul 12, 2022
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📈 Palantir: Are you too late?
Aug 31, 2025
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ETF Portfolio Update: August 2025
Aug 7, 2025
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A Guide To Finding 100-Baggers
Aug 17, 2025
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10 Stocks To Own Forever
Feb 22, 2024
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Portfolio
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Portfolio Update: April 2026 (Part II)
The stocks we own
Apr 19
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Portfolio Update: April 2026
The stocks we own
Apr 16
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The 30-Year Buying Opportunity
What an interesting time to be alive.
Feb 12
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Position Switch
It’s time to make a portfolio switch.
Jan 29
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Recent posts
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Position Switch
Investing is a game of opportunity costs.
May 31
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Perimeter Solutions: Copying a 3000-Bagger
Do you remember our analysis of TransDigm?
May 28
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🌱 Why We Are Partners
My Life's Work Explained
May 26
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Portfolio Update May 2026
Another month, another Portfolio Update.
May 24
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🎯 Fair Isaac: A 114-page Deep Dive
Highest margins in the industry
May 21
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🤝 What I learned from the Berkshire Meeting
Hi friend 👋
May 19
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Buying This Amazing Compounder
Growing by over 15% per year
May 17
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