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10 Rules from Seth Klarman
Seth Klarman is a legendary value investor who built Baupost Group and earned over 20% returns per year for more than 40 years by focusing on safety…
13 hrs ago
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Update Buy-Hold-Sell List: November 2025
Quality is on sale
Nov 23
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📈 Why did Warren Buffett buy Google?
ChatGPT said:Google is a super-strong company with a huge moat, great growth, and a healthy balance sheet — and that’s why Buffett finally bought it.But…
Nov 20
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🏰 13 Lessons from Warren Buffett
ChatGPT said:This post shares simple lessons to help you become a better investor: think like Buffett, use a clear stock-picking system, stay patient…
Nov 18
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💎 3 Portfolios to Grow Rich
There are three strategies you can use as an investor. Living Rich: Great companies that are paying an attractive dividend. Staying Rich: Established…
Nov 16
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Is Advanced Drainage Systems interesting?
Advanced Drainage Systems makes pipes and drainage systems — a boring business, but one that has grown fast and earns strong returns thanks to scale…
Nov 13
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🎥 Rewatch the webinar
Rewatch the ask-me-anything webinar.
Nov 11
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📈 Are we buying Constellation Software?
This concludes the Constellation Software week. In this article we share the full investment case of 55 pages, the conclusion and determine whether we…
Nov 9
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Constellation Software Deep Dive Part 3
Constellation Software is a top-tier serial acquirer with elite capital allocation, strong cash flow, and decades of compounding at ~20%+ per year.Even…
Nov 8
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📈 Constellation Software Deep Dive Part 2
Constellation Software is a top-tier company with a strong culture, smart decentralization, and a powerful moat in niche software markets, making it the…
Nov 6
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📈 Deep Dive Constellation Software
It's time for a Deep Dive in Constellation Software today. Constellation Software is a company that buys small, niche software businesses and holds them…
Nov 4
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Exclusive Ask-Me-Anything Webinar
This Thursday
Nov 3
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