Fundamental research. Focused on natural monopolies and oligopolies. Irreplaceable assets and high barriers to entry. Long-term thinking.
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Sharing in-depth reports on high-quality compounders | Unpacking financial analysis topics
More than research. The operational diary of a holding company executing deals, managing private & public assets, and investing in overlooked listed small caps.
Capital is sacred and scarce. We invest in businesses, people and cultures. Behind rebel capital allocators, incentives, and business moats.
Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"