How did Netflix defeat Blockbuster, grow to over 200M subscribers, and will they survive increasing competition?

Good businesses have the following characteristics: High return on invested capital (ROIC), long growth runway, with a wide moat.

Terry Smith is often referred to as the "English Warren Buffett."

How the legend grew a $20 million fund to $14 billion

Amazon's Research Report (Paywalled)

Warren Buffett 2021 letter has dropped!

At 98, Munger is as sharp as ever. His recent 2-hours sharing at Daily Journal was 🔥 Talked about Alibaba,...

I am often asked how to value a company. In this post, I went back to basics and explained it...

Today, Meta released its Q4 2021 earnings and this is what happened: Despite beating revenue estimates, the company missed on...

Buffett once said: "When I see memos from Howard Marks in my mail, they're the first thing I open and...

Our very first company covered is Twilio, led by the visionary founder CEO Jeff Lawson. When the report was released,...

 A good friend asked me what were the lessons I learned from this volatile period, and just to be clear,...