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Terry Smith

Sep 3, 2025

Why Not Bank Stocks?

Terry Smith explains the three fundamental flaws that make banks uninvestable

by Fajasy

Michael Shearn

Aug 27, 2025

Evaluating M&A Decisions

How to assess whether management's acquisition strategy creates or destroys shareholder value

by Fajasy

Anna Yartseva

Aug 20, 2025

Research on 464 10-Baggers

What 464 stocks that returned 10-fold uncovers about identifying exceptional growth opportunities and maintaining value discipline

by Fajasy

Yuval Taylor

Aug 13, 2025

Smart Margin Management

How to move beyond avoiding margin entirely by using five rules, surplus calculations, and stress testing formulas that account for market crashes

by Fajasy

Dede Eyesan

Aug 6, 2025

10 Lessons From 446 Global 10-Baggers

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

by Fajasy

Michael Mauboussin

Jul 30, 2025

Beating the Market = Luck?

What long-term outperformance tells us about perception, probability, and skill

by Fajasy

Aswath Damodaran

Jul 23, 2025

Financial Firm Valuation Challenges

Learn why banks, insurance companies, and investment firms require different analysis and valuation approaches

by Fajasy

Michael Shearn

Jul 16, 2025

Management Background and Classification

Learn how to classify management types, examine career progressions, analyze compensation structures, and interpret insider trading patterns

by Fajasy

Pat Dorsey

Jul 9, 2025

10-Minute Stock Test

How to quickly filter out poor candidates and identify companies worth your time

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