On Constellation’s trajectory as an HPC, the economics of a VMS, returns on capital, challenges in organic growth, the runway for M&A, the company’s incentive system, and prospects for the use of FCF.
How to use the timeless tool of a checklist to reduce the rate of error in important decisions.
While mental models guide comprehension, principles guide behavior.
My blueprint for finding companies to study and buy.
On Disney’s acquisitive history and digital transformation, how a shift to DTC shifts the economics of the business, and how I would value the company with the subscription business at focus.
Remember this book reading strategy as you flip through those annual reports.
In life, you rarely deal with situations which are purely risky. Learning to deal with the unknown is more important.
Here are two mental models that explain the nature of the stock market.
My story, motivation, and how I came to the position of starting this peculiar endeavor.
While commonly used in the world of betting and finance, the Kelly criterion is poorly understood.
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