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🚀 Thematic Fund Champions: 10 Years of Outperformance and What We Can Learn
Building a Risk-Aware Barbell Portfolio
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🧠 The Best of the Legendary Value Investors Club
What We Can Learn from the Top 5 Highest-Rated Investment Ideas of All Time
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How Joel Greenblatt Teaches You to Think: Class #4 at Columbia
What Greenblatt Teaches You After You Find a Good Stock
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How Joel Greenblatt Teaches You to Think: Class #3 at Columbia
Why Real Analysis Still Beats AI Screens
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📊 Q2 2025 Thematic Investing Review: Resilience, Rotation & Risk Repricing
A high-level recap across Tech, Environmental, and Societal themes.
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June 2025

📉 How Richard Pzena Teaches You to Think: Moats and Valuation - Class #3 at Columbia
Why value investing still matters — even when it feels like it doesn’t
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How to Apply the Magic Formula Like Joel Greenblatt: Class #2 at Columbia
From Normalized EBIT to Real Yields — A Practical Guide to Valuation, Growth, and Risk
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How Joel Greenblatt Teaches You to Think: Class #1 at Columbia
From Mr. Market to Small Cap Goldmines — Timeless Lessons in Value Investing
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2
Mauboussin on Drawdowns
A Deep Dive into Risk Management and Long-Term Returns
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May 2025

🚀Inside Chris Hohn’s TCI: Lessons from an 18% Compounder (2/2)
How a barbell strategy, and quality-first mindset built one of the best track records in investing
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🚀Inside Chris Hohn’s TCI: Lessons from an 18% Compounder (1/2)
How one of Europe’s top-performing investors builds long-term alpha with a concentrated, high-quality portfolio
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Why Industry Maps Matter 🗺️ A Closer Look at Gaming 🕹️
A Visual Guide to Making Sense of the Gaming Sector
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