“This is the third time that Warren and I have seen our holdings in Berkshire Hathaway go down, top tick to bottom tick, by 50%. I think...

I recently read the Hamilton Hemler’s ‘7 Powers’ it is a book that has been recommended to me by a number of investors and rightfully so!...

The insights from this blog have been drawn from the Book The Innovation Stack by Jim McKelvey Co-Founder of Square. Recently we read...

Bad investing mindset: 'Stocks go up immediately all the time'. Good investing mindset: 'Stocks go up eventually, but anything can happen...

The attached AFR article below is an example of the culture behind a quality compounder. Netwealth is 50%+ owned by the family that...

The origins of today’s most well-known pharmaceutical companies such as Roche, Novartis, Merck, Pfizer, Eli Lilly, Bristol Myers Squibb...

At Churchills Bar in San Francisco in 1975 Robert ‘Bob’ Swanson and Herbert ‘Herb’ Boyer both agreed terms on a coaster after several...

Henri Termeer was the founding president of Genzyme, the biotech pioneer which commercialised one of the first orphan drugs and was built...

This book has been an exceptional case study and exploration of the competitive advantage of fast fashion - on the surface it seems easy...

We found this an exceptional look at Buffetts pattern recognition and investment process. Chapter # 13 - The theory of expanding...

The oxford handbook of oncology is the official go to guide for students and practitioners for the last several decades. The checklist of...

An exceptional insight into the power of the install base. Impact of Scale Customer deliveries of the CPC began in late 1949, at which...

We read this book to get an understanding of what makes the Coca-Cola brand so special, given its one of Berkshire Hathaways oldest...

We believe Ray Dalio to be one of the most believable sources for global macro thinking. This was such an important book that we all read...

100 Baggers – Stocks that return 100-1 and how to find them Since reading this exceptional book we have developed a friendship with Chris...

Quality - "Quality is never an accident; it is always the result of intelligent effort" - John Ruskin. In his 2007 Berkshire Hathaway...