16 Jan 2026
9 minutes read
Phil Fisher Texas Instruments Play and Key Takeaways From 6 Investing Legends
I have spent twenty years building software systems. In that time, I have learned one absolute truth: the best …
Investing Legends
09 Jan 2026
9 minutes read
Why Good Management and R&D Matter - Phil Fisher Real World Examples
In engineering, we have a saying: good architecture survives bad code, but no amount of good code survives bad …
02 Jan 2026
11 minutes read
Phil Fisher Growth Investing - 15 Points to Find Outstanding Companies
Most investors think of Warren Buffett when somebody says “growth investing.” Wrong guy. The real father of …
26 Dec 2025
9 minutes read
Boring Stocks That Print Money - Service Corp, La Quinta, and Lynch Lessons
A company that buries people. A budget motel chain nobody heard of. A telephone monopoly forced to break apart. A …
19 Dec 2025
9 minutes read
Lynch Stock Picks - Hanes, the Limited, and Finding Winners in Everyday Life
Your wife comes home from grocery store with pantyhose in a plastic egg. Your teenager drags you to some clothing shop …
12 Dec 2025
9 minutes read
Peter Lynch - From Caddy to Magellan Fund Legend Who Says Invest in What You Know
Most professional fund managers underperform a simple index fund. They have Bloomberg terminals, Ivy League MBAs, teams …
05 Dec 2025
10 minutes read
More Klarman Bargains - Liquidations, Holding Companies, and Hidden Assets
Some of the best investments are not elegant. They are messy. They involve complicated merger terms, hodgepodge asset …
28 Nov 2025
10 minutes read
Klarman Distressed Investing - HBJ Publishing, Bank Failures, and Savings Banks
When a company files for bankruptcy, most investors run. When a bank announces catastrophic losses, portfolio managers …
21 Nov 2025
9 minutes read
Seth Klarman and Baupost Group - Margin of Safety Approach to Investing
Some investors chase momentum. Others chase narratives. Seth Klarman chases the gap between what something costs and …
14 Nov 2025
8 minutes read
Merger Securities and Special Situations - Greenblatt Advanced Plays
When a company gets acquired, shareholders usually get cash. Simple. But sometimes they get a strange basket of …