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.
The EVA Monster Series: Spicing Up Your Portfolio
With this series, we’d like to give you some perspective on the companies in our distinguished EVA Monster universe. This rare breed of quality-growth stocks is worthy of your attention, and getting to know these businesses may pay off handsomely
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:
The EVA Monster Series: Unveiling the Surgical Revolution
With this series, we’d like to give you some perspective on the companies in our distinguished EVA Monster universe. This rare breed of quality-growth stocks is worthy of your attention, and getting to know these businesses may pay off handsomely
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
The EVA Monster Series: Precision Diagnostics for Our Flurry Friends
With this series, we’d like to give you some perspective on the companies in our distinguished EVA Monster universe. This rare breed of quality-growth stocks is worthy of your attention, and getting to know these businesses may pay off handsomely
The Compounder’s Path – Supercharge Your Investment Journey
Let’s recap what we’ve learned so far. We’ve realized that instead of constantly changing your target list, it makes sense to maintain a relatively stable investment universe whose members meet your fundamental criteria. You should aim to curate a shortlist
The Compounder’s Path – The Power of Qualitative Analysis
In the previous part of The Compounder’s Path Series, we learned why a thoughtful screening process can serve as a compass to guide you through the labyrinth of the financial markets. We also noted that employing the right metrics can
The Compounder’s Path – How Traditional Financial Metrics Fool You
In the first part of The Compounder’s Path Series, we delved into the crucial foundation of a sound investment strategy: building an Investable Universe grounded in historically proven factors. We discovered that a manageable number of companies, carefully selected, can
The Compounder’s Path – The Broader, the Better? Not quite!
Welcome to The Compounder’s Path, an exclusive 4-part series where we will demystify the art of making money in the stock market, offering you a step-by-step roadmap to harness the power of time, consistency, and a proper investment strategy. Whether
All That Glitters is Not Gold
We never wanted the FALCON Method to be a black box. Hence, we are eager to invite you behind the scenes and give an inside view of how we operate our stock selection process. Lately, Italian company Moncler (known for