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Came for the value, stayed for the growth.

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Water Intelligence

Lynch's scalability dream?

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🎯The Art of Execution

A practical approach and a free Excel template

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When value turns growth

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Opportunity Cost

Being right is good. Being right within the right timeframe is great.

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A brief macro analysis

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Not all that glitter is growth

Why sometimes CAGR sales growing at 30% with 40-60% EBITDA margins and low multiples is not enough.

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Calandro's mistake in GEICO valuation

A mistake that points out the importance of Buffet's activist role in some of his best investments

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Specialty Chemicals: Flavors & Fragances

A Value Pond behind Consumer Staples

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DuckPond Value Research

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