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Latest Issues

A Multidisciplinary Approach to Constellation Software

“If you skillfully follow the multidisciplinary path, you will never wish to come back. It would be like cutting off your hands.” – Charlie Munger

It’s not surprising to think that the major concepts from various other disciplines can be h...

a month ago
20
3

The Non-Cash Expense That Costs a Fortune

Stock-based compensation (SBC) is widely known and yet seems to be consistently misreported and universally misunderstood, especially by the people who are most concerned, the owners of businesses.

Nowadays, it’s all too common for corpora...

2 months ago
35
4

The Circle Every Investor Must Draw

This article was written in collaboration with my friend Daniel from . He’s one of the go-to blogs if you want deep dives on quality companies - make sure to go check him out!


Subscribe now

“What an investor needs is the ability to...

2 months ago
18
3

The M&A Failure Trap

Acquisitions are well known for being value destructive. The evidence points overwhelmingly towards that fact.

As always, Warren Buffett puts it best:

“Many managers apparently were overexposed in impressionable childhood years to the sto...

3 months ago
21
2

The Software Bloodbath – Panic or Opportunity?

Today’s article will seek to answer the following questions on the panic that has set on all kinds of Software companies indiscriminately, especially Software-as-a-service (SaaS).

  • What has caused such large drawdowns?

  • Are the draw...

3 months ago
47
17

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  • Paul Gantheil

    Equity Analyst sharing lessons on investing to help you think clearly.

  • The Pursuit of Compounding

    Timeless principles for the long-term thinker. Deep-dive analyses into exceptional businesses, decoded through management, durable moats, and high-ROIC reinvestment. Seeking to understand the 'why' behind great ideas and great companies.

  • Daniel's Deep Dive

    Fundamental stock analyst uncovering quality companies & long-term compounders through deep research. Giving you actionable insights for informed investing.

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