Growth alone is overrated and resilience is underrated. Invest in companies that treat their capital as you treat yours. Do not focus on the next quarter, but rather in the next quarter-century. We spend 100+ hours on every company so you don't have to.
Investor
Steadily compounding high-quality companies | Detailed analysis on ROI(I)C, reinvestment rate and sustained shareholder value creation
Capital is sacred and scarce. We invest in businesses, people and cultures. Behind rebel capital allocators, incentives, and business moats.
Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment