If this is just a glimpse of what's to come, you got a home run here. Very well written and easy to follow. Can't wait for more. I value your previous analysis you have shared, and if the community you have built here uses the same process and methods then you can see a great built-up of deep analysis documents that we can all share with eachother. I can't wait for the book and follow it to do my first company analysis to determine if it's a worthwhile investment or not.
Thanks for this one, really appreciate the personal reflections and common sense contrarian tips here. Very interesting to hear screeners haven’t help you much. Great post. And sounds like the book is going to be good too. Good luck.
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing poetic take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
Built to Be Left.
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
I haven't used a screener in a long time. Can't even remember if I've ever found a company using a screener and bought it.
Great to see I’m not alone. Haven’t found any use with them.
If this is just a glimpse of what's to come, you got a home run here. Very well written and easy to follow. Can't wait for more. I value your previous analysis you have shared, and if the community you have built here uses the same process and methods then you can see a great built-up of deep analysis documents that we can all share with eachother. I can't wait for the book and follow it to do my first company analysis to determine if it's a worthwhile investment or not.
Appreciate it godman! Glad you enjoyed and found it useful!
Thanks for this one, really appreciate the personal reflections and common sense contrarian tips here. Very interesting to hear screeners haven’t help you much. Great post. And sounds like the book is going to be good too. Good luck.
Thanks so much, Joel. Glad it was useful to you. I appreciate it!
Very good ~~~~
King Jacob
Haha, appreciate it RoRo.
Hello there,
Huge Respect for your work!
New here. No readers Yet.
But the work has waited long to be spoken.
Its truths have roots older than this platform.
My Sub-stack Purpose
To seed, build, and nurture timeless, intangible human capitals — such as resilience, trust, evolution, fulfilment, quality, peace, patience, discipline, relationships and conviction — in order to elevate human judgment, deepen relationships, and restore sacred trusteeship and stewardship of long-term firm value across generations.
A refreshing poetic take on our business world and capitalism.
A reflection on why today’s capital architectures—PE, VC, Hedge funds, SPAC, Alt funds, Rollups—mostly fail to build and nuture what time can trust.
Built to Be Left.
A quiet anatomy of extraction, abandonment, and the collapse of stewardship.
"Principal-Agent Risk is not a flaw in the system.
It is the system’s operating principle”
Experience first. Return if it speaks to you.
- The Silent Treasury
https://tinyurl.com/48m97w5e