Welcome to Junto
Junto is a place where readers and Members can escape the short-sightedness apparent in the stock market and think more deeply about not just businesses, but also other worldly lessons, all in the pursuit of becoming more intelligent investors.
Our readers include long-term value investors with a strong passion for lifelong learning.
First time here? Read our first Note
Latest Junto Notes
Habits: The Art of Compounding Choices
The small choices we make every day matter much more in the long run than we tend to think.
The Problem With Trying Too Hard
This book about tennis is not just about tennis.
The Deliberate Entrepreneur
Entrepreneurs want their business to be lasting and fulfilling. The key is in doing deliberate work.
FactSet Research: A Case Study on Valuation
We’re breaking down the business and intrinsic value of a nimble financial information service provider.
Fixed Mindset vs. Growth Mindset
In this podcast episode, we explore the fixed mindset vs. growth mindset and how they impact not only our attitudes and learning, but most importantly, our outcomes.
Fairfax Financial: Why We Bought a Chunk of Stock
Here's why we added the Canadian insurance holding company to the Junto investment portfolio.
Companies We Study Now
Micron Technology, Inc. (Nasdaq: MU)
Shanghai International Airport Co., Ltd. (SHA: 600009)
Markel Corporation (NYSE: MKL)
Otter Tail Corporation (Nasdaq: OTTR)
AMC Networks Inc (Nasdaq: AMCX)
Kering (EPA: KER)
Books We Read Now
Structures: Or Why Things Don't Fall Down by J. E. Gordon
Judgment in Managerial Decision Making by Max Bazerman
Einstein: His Life and Universe by Walter Isaacson
Surely You're Joking, Mr. Feynman! by Richard Feynman
Poor Charlie's Almanack by Peter Kaufman
Deep Work by Cal Newport