INVESTMENT NOTES
Investment research grounded in filings and primary sources
Essays on investor decisions and market structure grounded in 13F filings, books, and interviews
Browse tags · 49
Reading the market through an investor's eyesExplains how a few long-run winners create most market wealth and how value, growth, momentum, and quality can frame a search for future leaders
The craft and philosophy of finding market leadersDesigns a reproducible process for reading market, sector, and stock strength and ranking candidates with percentile-based multi-factor scores
Investing in global market leadersApplies one factor discipline across markets while incorporating currency, disclosure, liquidity, and concentration into selection and allocation