Welcome to the Insight Library!
Every analysis breaks down a business the way an owner would—focusing on what truly drives long-term value.
Where Clarity Meets Ownership — a research library for understanding businesses like an owner, not a trader.
What Makes This Different?
Every analysis applies our three-pillar framework to answer one question: 'If I owned this business for the next 10 years, would I sleep soundly at night?'
First Principles Briefs break down how a business truly earns, allocates, and sustains value—clarity over complexity. The Owner's Analysis extends this work when structural complexity demands forensic depth.
Your Guide to Our Research
Free membership gives you access to legacy analyses and previews of new First Principles Briefs. Paid membership unlocks complete FPBs, full Snapshots, and The Owner's Analysis (when published)—providing comprehensive business analysis, detailed metrics, and the reasoning needed to build true owner's conviction.
Our Research Archive
Grab Holdings Limited[Free Access - legacy showcase analysis] Food Empire Holdings Limited
[Free Access - legacy showcase analysis] Samudera Shipping Line Ltd.
[Free Access - legacy showcase analysis] The Hour Glass Limited
[Free Access - i- legacy showcase analysis]
More analyses in the works.