Pngfund
We invest in high quality businesses that possess pricing power and a durable moat for sustained periods of time. These companies possess diversified and recurring streams of revenue, and will continue to compound from a long runway of reinvestment.
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 9 | Founded | 2 years ago | Last Issue | 4 months ago |
| Active | |||||
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Deep Dive - Fair Isaac Corporation
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Fair Isaac Corporation Deep Dive
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Investment Thesis
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Industry Leader with Significant Market Share
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Mission Critical Product and Servic...
The Ultimate Guide to Quality Investing
Introduction
The point of this article is to provide a primer on quality investing and a criteria or checklist to evaluate when finding great companies within the vast stock market.
Quality investing
Quality investing is the inter...
Addressing DeepSeek & Impact on U.S. Companies
Earlier this week, DeepSeek R1 was released, a large language model (LLM) that shook the U.S. stock market on Monday. In fact, $600 billion of NVIDIA’s market cap was wiped in one single day thanks to DeepSeek, marking the largest single ma...
Deep Dive - Ferrari
Welcome Readers!
Ever heard of Ferrari? I’m sure you have. This company may be one of the sexiest true luxury companies in the world, and one of the best true luxury companies to add to your investable universe. If you haven’t heard of th...
Lessons Learned from Superinvestor Dev Kantesaria
All of us investors claim to be investing in what we deem to be the highest quality companies. But is this really the case?
This man puts these words into action.
Who is Dev Kantesaria?
Dev Kantesaria is the founder & equity hedge fund m...
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We invest in high quality businesses that possess pricing power and a durable moat for sustained periods of time. These companies possess diversified and recurring streams of revenue, and will continue to compound from a long runway of reinvestment.
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