Learn how to analyze, value, and manage your stock portfolio from the teachings of successful value investors.
Terry Smith
Sep 3, 2025
Terry Smith explains the three fundamental flaws that make banks uninvestable
Michael Shearn
Aug 27, 2025
How to assess whether management's acquisition strategy creates or destroys shareholder value
Anna Yartseva
Aug 20, 2025
What 464 stocks that returned 10-fold uncovers about identifying exceptional growth opportunities and maintaining value discipline
Yuval Taylor
Aug 13, 2025
How to move beyond avoiding margin entirely by using five rules, surplus calculations, and stress testing formulas that account for market crashes
Dede Eyesan
Aug 6, 2025
From value chain analysis to turnaround investing, why finding ten-baggers requires understanding cyclicals, exploring overlooked geographies, and constantly searching for new opportunities while avoiding thematic traps
Michael Mauboussin
Jul 30, 2025
What long-term outperformance tells us about perception, probability, and skill
