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— your members-only space for understanding businesses like an owner, not a trader.
What Makes This Different?
Every report breaks down how a business truly earns, allocates, and sustains value — clarity over complexity.
Each report in The Owner's Analysis series answers one question:
"If I owned this business for the next 10 years, would I sleep soundly at night?"
Your Guide to Our Research
Get started with [Free Access] to key insights and the summary Scorecard from The First Principles brief. Membership unlocks the full report The Owner's Analysis for each company—providing the comprehensive context, detailed metrics, and in-depth reasoning behind the scores needed to build true owner's conviction.
Our Research Archive
(GRAB) Grab Holdings Limited [Total Free Access — includes both the Brief and The Owner’s Analysis]
(F03) Food Empire Holdings Ltd. [Total Free Access - includes both the Brief and The Owner’s Analysis]
(S56) Samudera Shipping [Total Free Access - First Principles Brief]
(AGS) The HourGlass [Coming soon]
More analyses in the works.