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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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Pzena at Halftime & A Fresh Look at Baxter (BAX)
Deep Discounts in Deep Value
Jul 19
The Lawrence Method, One Year Later & A Closer Look at Guidewire Software (GWRE)
On being wrong 30% of the time, and why I'm buying Guidewire
Jul 12
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
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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The Intellectual Edge
The Intellectual Edge
The Intellectual Edge
Behind the Balance Sheet
Behind the Balance Sheet
Stephen Clapham
Rock & Turner Investment Analysis
Rock & Turner Investment Analysis
James Emanuel
The Pursuit of Compounding
The Pursuit of Compounding
The Pursuit of Compounding
Europe Capital
Europe Capital
Europe Capital

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