Let’s jump right into the news from this week. SNOW Snowflake held its annual Snowday and they had a few announcements. First, the...

Risk is the probability of permanent loss so limiting it as much as possible is incredibly important. Below are 10 risk filters that I run companies through to increase our odds. Most of these are subjective/qualitative and they can change over time as we uncover more information or new information becomes available.

Two fun facts to start this one: 1) Netflix has spent over $100 billion on content over the past 9 years 2) Over the past 5 years,...

Costco is a fascinating business. You know all those groceries you buy? Yeah, they basically sell those at breakeven and then make all of...

In life and investing, oftentimes it’s not enough to just tell someone that they should change their behavior. Without a new frame of...

We compiled the best sections from each of Mark Leonard's shareholder letters.

Written by Luke Poling (reach out to ryan@investingcity.org if interested in contacting Luke) Thesis AT&T pays investors to wait for...

Written by Benjamin Peters (email ryan@investingcity.org) if interested in contacting Ben) Thesis PoolCorp (PC) is a great business with...

Investing is a balance between pattern recognition and open-mindedness. Studying great businesses and finding commonalities is a great way t