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Pillars And Profits

Soren Peterson

Analyzing High-Quality Long-term Businesses.

Platform
Substack
PricingOnly free issues
PublishesWeeklyIssues113
SubscribersRead pillarsandprofits.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Boston Omaha: Evolving Capital Allocators

This is not a deep dive on Boston Omaha (NYSE: BOC — $458.37mm), I linked my slightly outdated deep dive on it to familiarize those not already versed in the business. The company trades at a third of its 2021 highs, but is this justified? ...

a month ago
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BAM! Brookfield Asset Management's Focus on First Principles

As investors, it is often more valuable and wise to focus on being a picks and shovels supplier rather than a gold miner. Infrastructure businesses are inherently positioned to play such a role. Over the past ~2 years AI has become a domina...

a month ago
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Bank Failures: Sails Set, Flags Flying, and All

## Sails Set, Flags Flying, and All…

7 months ago
10
2

Markel, BRK, and A Special Announcement (Issue #93)

For those who are new or are not familiar with me, I am a rising Junior at Babson College. This summer I will be working at VELA Investment Management as an Investment Analyst Intern meaning I will need to take a hiatus from this newsletter...

10 months ago
13
5

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Authors

The writers behind this newsletter.

  • Soren Peterson

    Analyzing High-Quality Long-term Businesses. | Co-Author of Early Bird amzn.to/3r5w3D0

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