Pat Dorsey
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How to quickly filter out poor candidates and identify companies worth your time
Joe Ponzio
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Position sizing rules based on company size, margin of safety requirements, and the confidence-diversification relationship
Wolfe Research
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Learn how to use the earnings quality (EQ) model to identify potentially underperforming stocks
Lawrence Cunningham
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Learn how industry structure creates lasting competitive advantages through monopoly dynamics, oligopolies, and barriers that protect profitability
Charlie Munger
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How scale creates and destroys competitive advantages, according to Charlie Munger
Nick Sleep
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Learn how Nick Sleep's robustness ratio measures competitive advantages by comparing customer savings to shareholder profits
Warren Buffett
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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
J. Dennis Jean-Jacques
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Learn how to break down income statements, decompose ROE, and analyze cash flows to evaluate any business
Vitaliy Katsenelson
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Learn how to identify sustainable growth drivers, including revenue expansion, margin improvements, and shareholder returns, that create value when markets move sideways