You have probably had this experience: you read a great book, highlight half of it, and two months later can barely recall a single idea fro

Management quality is the variable that turns a good business into a great investment — or a great business into a disappointment. Most inve

After reading this, you will be able to identify whether a management team is a disciplined capital allocator or a valuedestroying one — and

Here is a thought experiment that lands differently depending on where you are in your career. Imagine someone offers you a deal: you never