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Researching a Business
Researching a business is a process and we want to show your ours. We show you the high value locations of company information relevant...


Process on Body Movement
The Z plane is a play off the mathematical third plane (besides X and Y) and is my process on body movement. This is a concept I...


Mental Models
Mental models are simplified representations of how things work, allowing us to make sense of complex situations and make informed decisions


Increasing Return on Capital
Increasing return on capital is the way to find value creation.
Aug 26, 20243 min read
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Investing Through Market Cycles
Investing through market cycles means understanding the market cycle.
Aug 26, 20245 min read
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Stock Price Follows Book Value
Stock price changes follow book value changes.
Aug 26, 20245 min read
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Return on Equity
Return on Equity shows the return shareholders receive for holding a company's stock.
Aug 26, 20241 min read
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Understanding Revenue
Understanding how a company generates revenue can help understand the future of the company.
Aug 26, 20243 min read
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How to Value a Company
Understand how to value a business.
Aug 26, 20247 min read
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What is Value
Value is both complex and extremely simple. The noise in the world generally creates complexity.
Aug 21, 20244 min read
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Researching a Business
Researching a business is a process and we want to show your ours. We show you the high value locations of company information relevant...
Aug 3, 202413 min read
0 comments
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