Learn how to analyze, value, and manage your stock portfolio from the teachings of successful value investors.
Ensemble Capital
Oct 22, 2025
How to identify companies that generate superior long-term returns through competitive advantages, strong management, and forecastable businesses
William Quinn, John Turner
Oct 15, 2025
Learn how financial bubbles form, why they burst, and what makes them destructive
John Borneman
Oct 8, 2025
Learn why ROIC-based compensation often backfires and how to identify well-designed versus destructive incentive structures
Charles Gave
Oct 1, 2025
Learn how to position your portfolio based on energy efficiency and currency quality
David Dreman
Sep 24, 2025
Dreman's 12 follies show how Wall Street misses earnings by 40%, the psychological biases and career pressures behind these errors, and why nothing changes decade after decade
Jay Barney
Sep 17, 2025
Go beyond SWOT analysis and learn the four conditions that determine whether any competitive edge will survive or disappear