Materials

What we are writing. What we are reading.

Investment letters, sector deep-dives, and the occasional essay on capital allocation, governance and long-term ownership.

Writings

All publications.

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Readings

Books.

The Outsiders · William N. Thorndike
Security Analysis · Benjamin Graham & David L. Dodd
Margin of Safety · Seth Klarman
Poor Charlie's Almanack · Peter D. Kaufman, Charles T. Munger