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Norbert Lou - The Punch Card Mindset
Oct 26, 2025
Sir Chris Hohn & The TCI Way
Mar 8
Dev Kantesaria & The Valley Forge Way
Jan 11
The Philosopher-Investor: Josh Tarasoff & The Self-Driving Way
Apr 19

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1 Year Magic Formula Portfolio: 18% Return - Round 10
The Magic Formula Portfolio returns +18% in its first year with zero AI stocks
Jul 5
Warning Signs, Downside Protection, and a Salvage Yard
Lessons from Coldplay and Seth Klarman - and a fresh look at Copart
Jun 28
Dennis Hong & ShawSpring's Ecosystem Control
On ecosystem lock-in, solving for ‘Hall of Fame’ returns, and the Korean Amazon
Jun 21
Guru Gems
Guru Gems
I study the world’s best investors and manage two real-money portfolios based on their strategies. Join the search for high-quality 'Gems' hidden in their portfolios.
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