Glavcot Insights is built to help investors think like long-term owners — prioritizing clarity over noise, and decision discipline over speculation. Even if you're not investing now, the framework might offer useful perspective.
Here’s how the publication is structured.
Two Types of Research
You can find the articles and analysis inside the Insight Library — the home for all Glavcot research.
First Principles Brief (FPB) - Always Free
A short, structured breakdown of a business.
What it covers:
- Business model
- Key drivers
- Core risks
- First-principles understanding
Perfect if you want to get oriented quickly.
The Owner's Analysis (TOA) - Premium
A full deep dive for investors who want to think like owners.
What it covers:
- Business Quality (The Moat)
- Management Quality (The Stewards)
- Financial Health (The Engine)
- Investment Rubric Analysis
- Scenario-Based Valuation Framework
- Forward-Looking Risks & Exit Framework
Built for readers who want to understand a business the way an owner would — not a trader.
Snapshot Analysis - Member Bonus
Visual quick-reference for covered companies.
Each Snapshot distills the core investment thesis into a single-page visual format — perfect for quick review or sharing. Snapshots include:
- The One-Liner (investment thesis in one sentence)
- The Moat (competitive advantages explained)
- Key Metrics & Ratios (financial health at a glance)
- The Owner's Dilemma (central risk vs. opportunity)
- Verdict (clear assessment)
Free samples available: Food Empire Holdings and Grab Holdings showcase the format. Members get access to the full Snapshot Analysis library for all covered companies.
Think of Snapshots as visual bookmarks — reminders of why a business matters (or doesn't). They complement the FPB and TOA by providing instant recall without re-reading the full analysis.
Editorial Philosophy
Glavcot Insights examines businesses from the perspective of a long-term owner.
Our work is guided by first-principles thinking: examining how a business is structured, how incentives are aligned, how capital is allocated, and how durable the economics are across different conditions and cycles.
Importantly, not every analysis is meant to arrive at ownership.
Some businesses earn long-term conviction. Some are viable only under specific assumptions. And some are best understood clearly — and deliberately passed on.
We believe the ability to say "no," or "not yet," with confidence is as important as the ability to say "yes."
Glavcot does not provide financial or investment advice. Our objective is to provide a thinking framework — one that helps readers form their own judgments with clarity, discipline, and intellectual honesty.
A Note on Process
Warren Buffett famously said: "If we can't make a decision in five minutes, we can't make it in five months."
These analyses take 15-20 minutes to read—a bit longer to absorb. But the goal is to give you what Buffett gets in those 5 minutes: clarity on whether the business deserves long-term ownership—and under what conditions.
If the answer is yes, the entry price becomes a secondary question.
We don't provide specific "buy at $X" price targets. Dozens of sites will give you different figures, and valuation is as much art as science.
What we provide instead: the insight to know if a business is worth long-term ownership. Once you have conviction on that, Buffett's logic applies: "With a wonderful business, you can figure out what will happen; you can't figure out when it will happen. You don't want to focus on when, you want to focus on what. If you're right about what, you don't have to worry about when."
Or as he puts it more directly: "If you're right about the business, you'll make a lot of money."
The Owner's Analysis gives you the conviction. The entry point is yours to decide.
These analyses take 15-20 minutes to read—a bit longer to absorb. But the goal is to give you what Buffett gets in those 5 minutes: clarity on whether the business deserves long-term ownership—and under what conditions.
If the answer is yes, the entry price becomes a secondary question.
We don't provide specific "buy at $X" price targets. Dozens of sites will give you different figures, and valuation is as much art as science.
What we provide instead: the insight to know if a business is worth long-term ownership. Once you have conviction on that, Buffett's logic applies: "With a wonderful business, you can figure out what will happen; you can't figure out when it will happen. You don't want to focus on when, you want to focus on what. If you're right about what, you don't have to worry about when."
Or as he puts it more directly: "If you're right about the business, you'll make a lot of money."
The Owner's Analysis gives you the conviction. The entry point is yours to decide.
The First Principles Brief is free and designed to get you oriented quickly. If that serves your needs, I’m glad it helps. But if you want to go deeper — to understand a business the way an owner would, not a trader — The Owner’s Analysis is the next step. The small fee is simply a token of support for independent research that prioritizes clarity and conviction over market noise.
What to Expect
Glavcot Insights is designed around a simple idea:
Great investing comes from clarity.
No hype.
No predictions.
No price targets.
No universal recommendations.
Just structured thinking, grounded research, and a clear view of how a business actually works — and what conditions would need to be true for long-term ownership.
Where to Begin
Start with any FPB to get a high-level understanding.
If you want the full, owner-level picture, dive into the TOA.
Clarity. Perspective. Confidence.
That’s the promise.