Mar 13
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
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.
These frameworks were developed as part of Glavcot Insights' ongoing research and first published across our platforms. The concepts themselves are enduring, and relevant to any long-term investor regardless of where they first encountered them.
Dec 01
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—and
1 min read
Dec 01
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
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
Most investors treat share prices as verdicts on the business. They’re not.
The price you see is simply the
1 min read
Dec 01
The Book Value Trap
57% of SGX-listed companies trade below book value (The Straits Times, Dec 18, 2025). MAS and SGX just launched
1 min read
Dec 01
AI Won’t Replace Experts — It Will Amplify the Ones Who Think Clearly
AI isn’t replacing experts — it’s reshaping what expertise requires. Not speed. Not output. But clarity, structure, and the
1 min read