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.

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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