Case Studies
In 1996, Warren Buffett said that the best way to improve your investment skills is to simply “do one case study after another.”
Think of this as the place where I practice my craft. You’ll find various types of case studies that range from 3,000-6,000+ words.
"If you want to continue to get detailed reports of several thousand words on one particular stock, that's the place to go: midstoryventures.com"
Geoff Gannon, Focused Compounding Capital Management on their podcast
Traveling Through Time Series | Feb 2021 - Ongoing
In this series, I simulated ten investment opportunities from 2013-16 based on Geoff Gannon’s Singular Diligence newsletter. The write-ups below are records of my thought process and reflections on what happened in each scenario. Each write-up is 3,000+ words.
Read FAQ about this series here.
Feb 2021 | Movado Group: “Buying” in Oct. 2015
Jul 2021 | Town Sports International: “Passing” in Feb. 2014
Jul 2021 | John Wiley & Sons: “Passing” in Sept. 2013
Oct 2022 | Village Super Market: “Passing” in May 2014
Nov 2022 | W.W. Grainger: “Passing” in Apr. 2016
TBD | Frost Bank: Coming soon
TBD | Prosperity Bancshares: Coming soon
TBD | Luxottica: Coming soon
Diligence Report Series | Jul 2020 - Nov 2020
Over five months, I spent each month taking a deep dive into one stock. The write-ups below are not investment recommendations. Instead, they show you how I would frame the opportunity as a buy-and-hold investor. Each write-up is 5,000+ words.
Read FAQ about this series here.
Jul 2020 | Collectors Universe: Framing the opportunity
Aug 2020 | OTC Markets Group: Framing the opportunity
Sept 2020 | Nathan’s Famous: Framing the opportunity
Oct 2020 | Wingstop: Framing the opportunity
Nov 2020 | Winmark: Framing the opportunity