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Articles

Guides

Guide to
risk and uncertainty
In life, you rarely deal with purely risky situations.
Guide to
research process
How to find and research stocks.
Guide to
net nets
…and how to (still) bank on them.
Guide to
moats
How to find and measure moats.
Guide to
mental models
349 models to make sense of the world and its outcomes.
Guide to
decision making
A framework for decision making that works.

Articles

Two quick updates
Removed the paywall on a liquidation play.
  • Sample writeup
My investment method (part 3)
How I dive deeper into a stock.
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My investment method (part 2)
How I expand and filter my surface area.
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My investment method (part 1)
Introduction to how I pick stocks.
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Returns, growth, and guidances
The way to think about business returns is as the cost of growth.
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Pricing power
...and how to identify it in its most durable form.
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The paradox of stock picking
Deep research is important but so is studying the entire spectrum of stocks.
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Operant conditioning in investing
Apply B.F. Skinner’s work to market behavior and yourself.
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Common stocks and uncommon profits
Thoughts on Phil Fisher's book.
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19 investing biases
Mental tripwires to your success in stock picking.
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Anchoring
Marketers use it to trick you, negotiators use it to gain the upper hand, and investors fall prey to it.
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Buybacks
Despite their simplicity, buybacks are poorly understood and vilified.
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Checklists
How to reduce the rate of error in important decisions.
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116 principles
Like mental models guide comprehension, principles guide behavior.
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Picking stocks is like reading books
A strategy for flipping through those annual reports.
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Pari-mutuel systems and knightian uncertainty
Two mental models that explain the nature of the stock market.
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The Kelly criterion
While commonly used in betting and finance, the Kelly criterion is poorly understood.
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7 accounting books for investors
Learning accounting the right way.
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The loser’s game
Know the kind of game you’re playing before you start playing it.
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Efficient markets
...and how they're not.
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