A place to study businesses, make sense of the economy, and turn reading into better investment thinking.
Explore the research ↗
An investment thesis on proprietary IP, emotional value, and the ability to build a global consumer brand.
Read the analysis ↗Understand the business. Examine its advantage. Weigh the valuation against the risks.
What's going on in the economy
Learning from the greatest people
As a college student, I don't think my school offers me any training on a sound investment methodology. There are ample information on the internet, from Buffett, Graham, Lynch to various industrial reports, but rarely can a person study these materials themselves from scratch. I believe that through collaboration, we can study investment--a subject full of ambiguity and intelligence, and understand what we are doing. This is just a start. A deep understanding in investment is a life-long triumph. We prefer to do it the old way, through reading, inquiry, and investing our own money.
-- Jack Yu