Ryan ReevesApr 12, 20235 minBlogThe 3 Legs of Good InvestingI won’t beat around the bush – the three legs of good investing are growth, quality, and valuation. Growth without any value capture/real...
Ryan ReevesJun 9, 20229 minBlogOur Investment ProcessThe philosophy is about finding the fastest-growing, highest-quality businesses in the world at the lowest valuations we can find. Fast...
Ryan ReevesApr 1, 20227 minBlogDiscontinuous DisruptionThe year was 2000, the beginning of the tech bubble descent. Still groggy from waking up at 4 am, three men boarded a private plane at...
Ryan ReevesNov 23, 20214 minBlogOptimal ResearchIs it possible that doing too much research can hurt our investment performance? Allow me to explain. The great thing about investing in...