How This Helps You Invest

Glavcot compresses institutional-grade business analysis into 15 minutes. Each analysis evaluates a business through first principles: business quality, management capability, financial durability

Photo by Jeremy Bishop / Unsplash

The Problem

You find a company that looks interesting. Now what?

You could spend 30+ hours reading annual reports and researching the industry—only to still wonder if you’re missing something critical.

Or you could rely on stock tips and price targets, never really understanding what you own or why.

Most investors end up in one of three places:

buying without real understanding
getting overwhelmed and never deciding
doing surface-level research and missing what actually matters

The Answer

Glavcot compresses institutional-grade business analysis into 15 minutes.

Each analysis evaluates a business through first principles:

business quality
management capability
financial durability

After reading, you’ll know:

whether the business fits your criteria
what must be true for ownership to work
what risks you’re accepting
what signals actually matter going forward

Reading time: First Principles Briefs take 10-15 minutes. The Owner's Analysis (premium) takes 20-30 minutes for full evaluation.

You decide whether to invest, when to enter, and how much to allocate.
Glavcot provides the analytical foundation. The decision is yours.

How This Creates Value

Conviction through clarity.
When you understand why a business works, you’re less likely to sell at the wrong time.

Time reclaimed.
Thirty hours of research compressed into minutes lets you evaluate better opportunities—or step away entirely.

Better decisions.
The ability to say “no” with confidence is as valuable as knowing when to say “yes.”

Permanent skill-building.
After a few analyses, the framework becomes instinctive. You begin evaluating businesses with owner-level discipline.

Glavcot Insights compresses 30+ hours of institutional-grade business analysis into 15 minutes of clarity. After reading, you'll know whether a business fits your criteria, what must be true for ownership to work, and what risks you're accepting. You decide whether to invest and when. We provide the analytical foundation—the same rigorous evaluation professional investors conduct. The conviction to act is yours. As Buffett said: if you're right about the business, you'll make a lot of money. Glavcot helps you get right about the business.

Ready to start? Browse the Insight Library.