Research Library

The Research Library contains every paid write-up published so far.

Each idea is built around the same principles: understandable businesses, low leverage, and undervalued prices with a margin of safety.

Some of these ideas have already re-rated. Others remain as undervalued as when I first wrote about them.

Good opportunities don’t appear on a schedule. When they do, they end up here.

Uncensored version:

This post is for paid subscribers