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INVESTMENT NOTES

Investment research grounded in filings and primary sources

Essays on investor decisions and market structure grounded in 13F filings, books, and interviews

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Filing documents and three distinct portfolio structures on an analyst desk

Research note2026-08-28Buffett, Druckenmiller, and Bridgewater require three different readings of a 13FReading concentrated compounding, tactical rotation, and systematic diversification in the second-quarter 2026 filings