Description: Thoughts from my notebook.
Long-term, Concentrated Stock Picking Join 4,000+ investment professionals and curious generalists by getting my latest articles, research, and insights directly to your inbox. No spam. Only valuable insights. Guides of Knowledge The complete guide to Mental Models Mental models help us make sense. Make sense of things around us, why we exist, our actions, and the outcomes we face. Here are 349 models explained. The complete guide to Economic Moats My entire investing life has centered around understanding
On the elevator oligopoly, the golden service market, economics of density, working capital benefits, innovation, China, and smart elevators.
On Adobe’s history, SaaS transition, creative monopoly, increased competition, Figma acquisition, and valuation.