We find and invest in public companies using core value investing principles, deep understanding, patience, and concentration.

See our stock portfolio, read our research, follow our journey, and invest right alongside us. The window to join will close as soon as the available spots are taken.

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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

the fixed vs. growth mindset Junto podcast

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 annual meeting reception

Fairfax Financial: Why We Bought a Chunk of Stock

Here's why we added the Canadian insurance holding company to the Junto investment portfolio.
Coca-Cola bottles

Coca-Cola: How to Turn $2 Million Into $2 Trillion

Here's Charlie Munger's way of explaining how lollapalooza effects from the simplest academic models create the success and trajectory of Coca-Cola.
Hindsight bias of the coronavirus crisis

Looking Back at 2020 (in Hindsight)

Imagine it’s the year 2025. We’re over the pandemic, we have learned the end result, and we know all the events that have yet to play out.
Book summary of Business Adventures by John Brooks

Business Adventures: A Captivating Book on American Industry

Even though the book is written from a collection of twelve New Yorker articles in the 1960s, each Business Adventures story is as relevant to business today as ever.
Sketch of Benjamin Franklin

The Junto, by Ben Franklin

We didn't come up with the name of our endeavor ourselves. It comes from a hero of ours, Ben Franklin, who founded the Junto in 1727.

Companies We Analyze Now

Factset stock analysis report

FactSet Research Systems Inc. (NYSE: FDS)

Shanghai International Airport stock analysis report

Shanghai International Airport Co., Ltd. (SHA: 600009)

Markel stock analysis

Markel Corporation (NYSE: MKL)

OtterTail Corp stock analysis

Otter Tail Corporation (Nasdaq: OTTR)

AMC network stock analysis and valuation

AMC Networks Inc (Nasdaq: AMCX)

Kering stock analysis report

Kering (EPA: KER)

Books We Currently Read

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

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