Not sure where to start?
Interested in capital allocation? Copart and Brookfield.
Copart
Brookfield.
Interested in valuation frameworks? Beyond ROIC and The Consilient Investor series.
Beyond ROIC
The Consilient Investor series.
Want to separate narrative from fundamentals?SaaSmageddon and Holding The Leash
SaaSmageddon
Holding The Leash
Looking for philosophical levity? Chuck Norris (no jokes!)
Chuck Norris
All organized in The Library