Learn how to analyze, value, and manage your stock portfolio from the teachings of successful value investors.
John Tarasoff
Nov 5, 2025
Why the ability to raise prices might indicate less opportunity than finding products/services that haven't raised prices at all
Robert Shiller
Oct 29, 2025
What 300 years of data across 56 economies reveals about starting valuations, future returns, and where global markets stand today
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
