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StableBread’s Newsletter

Learn how to analyze, value, and manage your stock portfolio from the teachings of successful value investors.


Recent Posts

Lawrence Cunningham

Jun 18, 2025

Evaluating Industry Structure

Learn how industry structure creates lasting competitive advantages through monopoly dynamics, oligopolies, and barriers that protect profitability

by Fajasy

Charlie Munger

Jun 15, 2025

Munger on Scale

How scale creates and destroys competitive advantages, according to Charlie Munger

by Fajasy

Nick Sleep

Jun 11, 2025

Robustness Ratio for Measuring Economic Moats

Learn how Nick Sleep's robustness ratio measures competitive advantages by comparing customer savings to shareholder profits

by Fajasy

Warren Buffett

Jun 8, 2025

Buffett's Selling Formula

Learn Warren Buffett's approach to selling stocks, including when to sell overvalued holdings, switch to better opportunities, exit deteriorating businesses, and capture price targets

by Fajasy

J. Dennis Jean-Jacques

Jun 4, 2025

Three Approaches to Analyzing a Business

Learn how to break down income statements, decompose ROE, and analyze cash flows to evaluate any business

by Fajasy

Vitaliy Katsenelson

Jun 1, 2025

Evaluating Growth in Range-Bound Markets

Learn how to identify sustainable growth drivers, including revenue expansion, margin improvements, and shareholder returns, that create value when markets move sideways

by Fajasy

Learn how to analyze, value, and manage your stock portfolio from the teachings of successful value investors.