Value Investing
Frameworks for thinking like a value investor, moats, valuation, capital allocation, and the mistakes along the way. No signals, no hype.
| Platform |  | Pricing | Freemium | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 42 | Founded | 9 months ago | Last Issue | 2 days ago |
| Active | |||||
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What I Look for in an Annual Letter
It's the one part of the annual report that no rule tells management how to write. That's why it's worth reading closely, and why it's easy to be fooled by it.
Most investors read an annual letter the way they listen to a toast at a weddin...
Pricing Power vs. Price Increases: 5 Tests That Tell You Which One You Own
Every management team describes their business as having pricing power. If you read enough annual reports, you start to notice that pricing power is something that every company claims and almost nobody loses, at least according to the repo...
What I Find When I Read the MD&A From Back to Front
The MD&A is designed to be read from the front. The most important information is almost always at the back.
The Management Discussion and Analysis section of an annual report is the longest unstructured document a public company produces....
3 Metrics That Tell You More About a Business Than EPS Ever Could
I want to be precise about what I mean when I say I ignore EPS.
I do not mean I never look at earnings. Earnings matter. A business that cannot generate profits eventually stops existing, and the trajectory of a company’s earning power is...
Why Growing Revenue Can Destroy Value: The Reinvestment Rate Problem
A business can grow revenue at 15% per year for a decade and be worth less at the end than at the beginning. Here is why, and how to spot it before it costs you years of compounding.
Revenue growth is the metric most investors watch most c...
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Authors
The writers behind this newsletter.
Helping long-term investors build wealth through value investing frameworks, valuation insights, and timeless mental models. Writing about great businesses, undervalued opportunities, intrinsic value, and margin of safety.
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