Glavcot Insights is built to help investors think like long-term owners — prioritizing clarity over noise. 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) — Paid
A full deep dive for investors who want to think like owners.
What it covers:
- Moat & competitive structure
- Management & capital allocation
- Financial resilience
- Long-term growth efficiency
- Risks & thesis durability
Built for readers who want to understand a business the way an owner would — not a trader.
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.
Just structured thinking, grounded research, and a clear view of how a business actually works.
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.