Sitemap - 2024 - Security Analysis

Northrop Grumman (NOC)

EMCOR Group (EME)

Jason Buck: The Cockroach Portfolio

Skechers U.S.A. (SKX)

Rockwell Automation (ROK)

Daniel Crosby: The Soul of Wealth

Lam Research (LRCX)

Sam Walton: Made in America

Keysight Technologies (KEYS)

Jared Dillian: Market Update & His Latest Short Story Collection

Marriott Vacations Worldwide (VAC)

Agilent Technologies (A)

Solo Episode: Berkshire's Cash Position, Passive Flows, and more

Allegion (ALLE)

Paul Cerro: From Investment Banking to Fund Management

Gentex (GNTX)

Poor Charlie’s Almanac: The Essential Wit & Wisdom of Charlie Munger

MSC Industrial Direct (MSM)

Ian Cassel: Successful Microcap Investing

Diania Merriam: Benefits of Coast FIRE

ResMed (RMD)

Churchill Downs (CHDN)

Q3 2024 Performance Update

Sprouts Farmer's Market (SFM)

Zach Abraham - Know Your Risk

CSX Corporation (CSX)

The Little Book That Builds Wealth

Ecolab (ECL)

Tobias Carlisle: Part 3

Columbia Sportswear (COLM)

How To Get Out of Debt

Lawrence Hamtil & Douglas Ott: Investment Prospects for the Southern United States

RB Global (RBA)

Solo Q&A Podcast - Booze Stocks, Key Quant Metrics, Taxing Unrealized Profits

Texas Roadhouse (TXRH)

Tim Travis: Deep Value, Options, and Distressed Investing

Align Technology (ALGN)

Cullen Roche: Macro Musings, Part 2

Sempra (SRE)

Deconstructing Warren Buffett's Apple Sale

Tim Melvin: 40 Years of Deep Value Investing, Small Bank Investing, and much more.

Louisiana Pacific Corp (LPX)

Portfolio Update - 8/2/24

Adam Mead: The History of Berkshire Hathaway

Idexx Laboratories (IDXX)

Phil Fisher: Common Stocks & Uncommon Profits

Cognizant (CTSH)

Portfolio Update: Trimming Positions & A New Portfolio Addition

Solo Podcast: The Small Cap Value Rally, Backtesting Strategies, Managed Futures

Edwards Lifesciences (EW)

Michael Fritzell: Asian Century Stocks, Part 2

Why Pursue Financial Independence?

Fair Isaac Corporation (FICO)

Compounding Quality

Q2 2024 Performance Update

AutoNation (AN)

Alex Morris: The Science of Hitting, Part 2

Keurig Dr Pepper (KDP)

Casey's General Stores (CASY)

Paul Gabrail: Everything Money

Watchlist Update, Sells, & 2 New Positions

TE Connectivity (TEL)

Kyla Scanlon: In This Economy?

Procter & Gamble (PG)

Veeva Systems (VEEV)

Left Field Investing

Tyler Moody: The Enterprising Investor

Comcast (CMCSA)

A Catalog of Wonderful Companies: State of the Project

Ben Sparham

Quest Diagnostics (DGX)

Edwin Dorsey: The Bear Cave, Part 2

Political Biases Ruin Portfolios

Dick's Sporting Goods (DKS)

Clickbait vs. Reality

The Mikro Cap: Global Micro Cap Investing

Visa (V)

Shop Like It's 1997

John Huber: Base Hit Investing

The Snowball: Warren Buffett and the Business of Life

Corning (GLW)

Frank Vasquez: Risk Parity Investing Part 2

Intuitive Surgical (ISRG)

Netflix (NFLX)

Gautam Baid: The Making of a Value Investor

Q1 2024 Performance Update

Expedia Group (EXPE)

Solo Episode: Paypal, Recession Fears, Paying Off Debt, and more

Johnson & Johnson (JNJ)

Ryan Telford: Quantitative Microcap Investing

Cboe Global Markets (CBOE)

HML Compounder: Value, Momentum, Trend, & Leverage

United Parcel Service (UPS)

Bill Brewster: The Business Brew

MarketAxess (MKTX)

Philoinvestor: Combining Macro & Business Analysis

Are Markets Broken?

Nucor (NUE)

Daniel Crosby: The Psychology of Investing

Ross Stores (ROST)

Craig Rowland: The Permanent Portfolio

Coca-Cola (KO)

Q&A: Pros & Cons of Dividend Investing, Deere, Value Traps, and more

Ball Corporation (BALL)

@Globalflows: Analyzing Macroeconomic Trends

Huntington Ingalls Industries (HII)

Mostly Borrowed Ideas: Deep Dive Research, Meta, Dollar General

American Water Works (AWK)

Ian Bezek: Investing in Central & South America

2024 Portfolio Check Up

Archer-Daniels-Midland (ADM)

Jamie Catherwood: Lessons From Financial History

Rollins (ROL)

The Pitfalls of Excessive Diversification and Excessive Concentration

2023: Performance & Activity Update

Systematic Microcaps: Global Quantitative Microcap Value Investing