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 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.
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: 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.
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.