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The impact of capital allocation on business success: Why is it important, and what are some strategies?
Capital allocation strategies such as reinvesting earnings or share buybacks can help drive long-term growth for businesses of all sizes.
Nov 11, 20244 min read


Price-to-revenue? Yawn. Here's evaluating high-quality companies beyond the basics
Shift your focus to uncovering high-quality companies with predictable revenue, network effects, high margins, and sustainable growth.
Oct 7, 20244 min read


Labor unions: Balancing worker rights and corporate profits
Unions can increase labour costs but also reduce turnover and boost profitability. Learn how it affects us as investors.
Sep 23, 20243 min read


Debt drama: A guide to the debt-to-EBITDA ratio
Is a low debt-to-EBITDA ratio always good for investors? Learn the ideal ratio and recognize when it indicates missed growth opportunities.
Sep 2, 20243 min read


Investing with Chris Mayer: Dirty hands, big returns.
Tired of chasing hot stocks? Learn how Chris Mayer builds lasting fortunes in unfashionable sectors and questions accounting earnings.
Aug 5, 20243 min read


Lifetime Value Model: The overrated metric that could sink your business
Avoid the pitfalls of LTV obsession and build a sustainable business.
Jul 30, 20243 min read


Undervalued and loyal: Why Japan intrigued the world's top investor
Explore why Warren Buffett believes in Japan's potential: a dedicated workforce, unique culture, and compelling value for investors.
Jul 1, 20243 min read


How capital-light compounders can deliver exceptional returns for you?
Uncover the secrets of capital-light compounders: low working capital, minimal fixed assets, and strong pricing power for unbeatable returns
Jun 24, 20243 min read


Moats of the market: Legacy, Reinvestment, and Outsider Management
Forget short-term gains. Learn how to find companies that reinvest profits for massive returns.
Jun 17, 20244 min read
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