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Buyback Capital
By Larry Jamieson
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Dedicated regular articles following a small number of world's greatest businesses, the progression of business models, and pricing power. Please reconsider subscribing if you're interested in stock tips.
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Durable Investments
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Natural oligopolies, pricing power & FCF/share
Invariant
By Devin LaSarre
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Valuation. Business analysis. Investing. Finance meets curiosity, creativity, and skepticism.
Analyzing Good Businesses
By YHamilton
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Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment
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