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Brown & Brown Acquires RSC
Our Take & Valuation Update
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Seeking Winners
Brown & Brown (Excerpt From Our Upcoming Letter)
The text below is taken from our Spring 2025 investor letter.
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Join my new subscriber chat
A private space for us to converse and connect
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The Dilution Dilemma
How Stock Options Affect Shareholder Value
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1
Unveiling the Creative Spark
A Look into Rick Rubin's "The Creative Act"
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The ROIC Connection
How Efficiently You Use Capital Matters
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Musings on Long-Term Investing
From Decisions to a Way of Being
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Knowing Your Edge
Taking Advantage of Private Market Opportunities
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The Mexican Fisherman Parable
How to apply this to our lives & portfolio
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Overseas Investments
A New Holding
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Thoughts from South Africa
What travelling can teach you about investing
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Why Reinvestment Opportunities are so Important
& why dividends can actually hurt you
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