Valuation, my two investment buckets, and position sizing.

Here are five questions I like to ask whenever a take-private offer shows up...

Removed the paywall on a liquidation play.

Not so sure.

How I dive deeper into a stock.

Introduction to how I pick stocks.

Two reasons why this is interesting now.

A quick (premium) update.

What happens when a footnote goes parabolic. The market hasn't yet connected the dots.

The most successful executive capital allocators in history naturally get to a point in their careers when, after decades of rolling their snowball, they’ve deservedly earned their mark, immense wealt...

How Apollo’s in-house insurer has raised capital to fund the group’s lending, without turning to policyholders

Italian microcap niche logistics operator turned HVAC rollup.

...and how to (still) bank on them.

In stock picking, deep research is necessary but so is studying the entire spectrum of companies. Here's how to balance it.

Venture will be the ‘first and largest publicly traded CRO treasury company’

Italian microcap niche logistics operator turned HVAC rollup.

Only in forgotten corners of the market do you find a 66-140% almost risk-free return in a month.