Investor Frameworks

Some ideas are easier to understand visually. These frameworks distill key concepts from Glavcot Insights research — helping investors think more clearly about business ownership, risk, and long-term decision-making.

These frameworks were developed as part of Glavcot Insights' ongoing research and first published across our platforms. The concepts themselves are enduring — relevant to any long-term investor regardless of where they first encountered them.

That “37%” Return? It Could Be 2%
A visual framework from Glavcot Insights — for investors who think in first principles.
Warren Buffett Doesn’t Buy Gold. Over 10 Years, That Would’ve Been Wrong
Visual investor frameworks from Glavcot Insights that simplify complex business analysis and help investors think like long-term owners.
The Colosseum & Coca-Cola
Visual investor frameworks from Glavcot Insights that simplify complex business analysis and help investors think like long-term owners.
The Rule Beaker Mindset
Visual investor frameworks from Glavcot Insights that simplify complex business analysis and help investors think like long-term owners.
Why Share Prices Mislead Most Investors
Visual investor frameworks from Glavcot Insights that simplify complex business analysis and help investors think like long-term owners.
AI Won’t Replace Experts — It Will Amplify the Ones Who Think Clearly
Visual investor frameworks from Glavcot Insights that simplify complex business analysis and help investors think like long-term owners.
The Ownership Blindspot
Visual investor frameworks from Glavcot Insights that simplify complex business analysis and help investors think like long-term owners.
Who’s Rowing The Boat
Visual investor frameworks from Glavcot Insights that simplify complex business analysis and help investors think like long-term owners.
The Book Value Trap
Visual investor frameworks from Glavcot Insights that simplify complex business analysis and help investors think like long-term owners.