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

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.

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.

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.

Intelligent Investing During Market Panic

In times of stock market panic and sell-offs, it’s tough to maintain temperament. But here's why it's important.

The Knowledge Moat: Keeping Competitors out Through Ability

Knowledge and know-how can act as an almost indestructible moat for a company’s competitive position and growth prospects. But there’s also a large risk of losing it coming from within an organization.

GrafTech International: A Risk-Reward Bet

Here's why we like the probabilities of investing in graphite electrode industrial, GrafTech International.

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)

Fairfax Financial stock analysis report

Fairfax Financial Holdings Ltd (TSE: FFH)

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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