Cornerstone contents

These are the most important articles on the site, explaining the basic concepts. Start with these before moving on to the newer ones.

Most Recent Posts

Here you will find my current, most recent posts. This is especially for those who have already read the above content.

Curators of Wealth

“Our attitude is that of a museum director: we only want to own masterpieces.” (François Rochon) Chances are that, just like us until a couple of weeks ago, you have never heard of Giverny Capital, even though the name might

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Keep It in the Family

“If a restaurant has an absentee owner, over time the service quality will slip and the waiters will have their hand in the till.” (Robert Vinall) Our goal with exceptional quality-growth businesses is to become long-term owners. This essentially means

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Hitting the Sweet Spot

“The biggest mistakes I’ve made by far are mistakes of omission and not commission.” (Warren Buffett) This blog post is dedicated to providing a behind-the-scenes look at how subjective considerations can influence the compilation of the monthly Top 10 for

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Moat Matters: Direction vs. Width

“A wide-moat company is like a soccer team that only gets to playfriendlies.” (Rob Vinall) In the annals of overused corporate clichés, few match the immortal words of Walter Gretzky, as passed on to the world through his son Wayne:

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Behind the Monster Hunt

“When you analyze what happened, the big money’s been made in high-quality businesses.” (Charlie Munger) Let me kick off 2024 with another behind-the-scenes piece to show you how our analysts aim to identify new EVA Monster candidates every year. Before

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