Blog

• Most Moats Aren’t Worth a Damn

  December 8, 2025

• Business Morphology

  October 3, 2025

• The ‘Security’ I Like Best

  September 30, 2025

• Safety of Margin: The Moat Around Your Moat

  September 26, 2025

• The Triple Threat of Compounding

  September 24, 2025

• There’s Always a Bear Market Somewhere

  September 20, 2025

• Alpha Met: Steel’s Future

  September 15, 2025

• Investing vs. Speculating

  May 26, 2025