Articles

Building a $5,000 Portfolio with a Margin of Safety: A Value Investor's Guide - Article cover image
West Pharmaceutical: Assessing the Margin of Safety in a High-Moat, High-Price Business - Article cover image
Old Dominion Freight Line: A Value Investor's Look at a Durable Business - Article cover image
Waste Management: A Value Investor's Look at a Wide Moat and a Potential Mispricing - Article cover image
ArcBest: A Value Investor's Look at a Durable Moat at a Fair Price - Article cover image
Gibraltar Industries: A Value Investor's Case for a Strategic Turnaround - Article cover image
Comcast: A Value Investor's Look at a Wide Moat at a Discount - Article cover image
Uber: A Cash-Generating Machine Trading at a Discount - Article cover image
Merck & Co.: A Value Investor's Moat Check Before Keytruda's Patent Loss - Article cover image
Thermon Group: A Value Investor's Look at a Strategic Turnaround - Article cover image
Flowers Foods: A Skeptical Look at a Brand-Driven Bakery's Durability - Article cover image
Conagra Brands: A Value Investor's Look at a Durable Food Conglomerate - Article cover image
Assessing Burford Capital: A Value Investor's Look at Intrinsic Value and Moat - Article cover image
Progressive: A Value Investor's Assessment of a Wide Moat at a Discount - Article cover image
LandBridge: A Value Investor's Look at the "Powered Land" Moat and Margin of Safety - Article cover image
Fiserv's Price Collapse: A Value Investor's Look at the Moat and the Math - Article cover image
Cogent Communications: A Value Investor's Look at a Network with a Deficit - Article cover image
VF Corporation: Assessing the Moat and Margin of Safety - Article cover image
BIP: A Value Investor's Look at Intrinsic Value and the AI Inflection - Article cover image
TC Energy: A Value Investor's Assessment of Moat, Margin of Safety, and Dividend Discipline - Article cover image
PG&E: A Value Investor's Assessment of a Distressed Utility - Article cover image
IDXX: A Value Investor's Look at a Durable Compounder at a Reasonable Price - Article cover image
Vertiv: Assessing the Economic Moat in the AI Cooling Race - Article cover image
Tronox Holdings: A Bull Case Theory for the Patient Value Investor - Article cover image
Lam Research: A Wide Moat at a Cyclical Discount - Article cover image
3 Things Investors Need to Know About the Healthcare Sector in 2026 - Article cover image
Microsoft and Meta: Assessing Their AI Moats and Long-Term Value Creation - Article cover image
Retirement Planning: A Value Investor's Guide to Securing Long-Term Financial Security - Article cover image
Centrus Energy: A Value Investor's Look at a State-Backed Moat - Article cover image
IDEX Corporation: A Value Investor's Assessment of Moat, Margin of Safety, and Long-Term Compounding - Article cover image