Investor Frameworks

Core investing concepts explained through visual frameworks and concise insights. These models help readers interpret financial information, assess risk, and think like long-term business owners.
Mar 13
That "37%" Return?  It Could Be 2%

That "37%" Return? It Could Be 2%

That "37% return" could be 2%. Not because anyone lied. Because the window was chosen. Marketing chooses a
1 min read
Dec 01
Warren Buffett Doesn't Buy Gold.  Over 10 Years, That Would've Been Wrong

Warren Buffett Doesn't Buy Gold. Over 10 Years, That Would've Been Wrong

Gold outperformed the S&P 500 over the past decade (2016 - 2026). Buffett still wouldn’t buy it—
1 min read
Dec 01
The Ownership Blindspot

The Ownership Blindspot

Years ago, I found stocks that looked perfect on every screener. 12–15 P/E. Decent returns. Stable earnings. But
1 min read
Dec 01
Who’s Rowing The Boat

Who’s Rowing The Boat

When analyzing stocks, most investors check who owns the majority. Few check what those owners are doing with that control.
1 min read
Dec 01
Why Share Prices Mislead Most Investors

Why Share Prices Mislead Most Investors

Most investors treat share prices as verdicts on the business. They’re not. The price you see is simply the
1 min read