The Library

For serious long-term investors who like to think and go deep. A collection of exceptional ideas and companies.

Welcome to The Library 👋 . It’s so great to have you!

Below you’ll find:

Podcast Appearance 🎙️

Company Specific Posts 🗃️

The Consilient Investor Series 🧐

General Investment Education and Philosophy 🤓

Quick Takes 🚀

Our investment philosophy is built on finding high-quality businesses that can compound for years. We look for companies that fit the Four Pillars of Quality

The Four Pillars of Quality

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Podcast Appearance

Navigating Quality in a Shifting Market – Adobe, Berkshire, Constellation, and Beyond (a Chat with The Pursuit of Compounding)

Company Specific Posts

Below you will find every company we have analyzed, in alphabetical order

AppFolio (APPF)

AppFolio: The Physiology of a Compounder

Brookfield Corporation (BN)

Brookfield Corporation: Structured to Compound

Constellation Software Incorporated (CSU)

Constellation Software Inc. Fiscal 2025 Update

Constellation Software 2026 AGM Update

Ferrari (RACE)

A Compounding Engine Built By Enzo Ferrari

Maranello at a Crossroads: The Bear Thesis on Ferrari

Fair Issac Corporation (FICO)

FICO's Moat: Origination vs. Destination

Fiserv (FISV)

Fiserv: When The Bill Comes Due

Floor & Decor (FND)

Floor & Decor (FND): The Growth Paradox

HEICO (HEI / HEI.A)

Inside HEICO’s Fiscal 2025

Howdens Joinery (HWDN)

Howdens Joinery: The Kitchen Company That Wouldn't Sell You a Kitchen

Live Nation (LYV)

Live Nation: All Access Pass

lululemon athletica (LULU)

lululemon athletica: Mismanaged Compounder, or Value Trap?

MarineMax (HZO)

MarineMax: When the Sharks Smell Blood

Medline (MDLN)

Medline (MDLN) Deep Dive: Quality Business, Complicated Structure

Mobility Global Inc (MBGL)

The CARFAX Spin-Off: Is it Worth Owning?

Oscar Health (OSCR)

Oscar Health (OSCR): Sleek Tech Meets Old World Reality

Powell Industries (POWL)

Great Company, Dangerous Stock: A Deep Dive into Powell Industries (POWL)

Tantalus Systems Inc (GRID)

Tantalus Systems: A Pick-and-Shovel Play on America's Aging Grid

Wise PLC (WSE)

Wise: The Real-Time Dismantling of Cross-Border Banking

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The Consilient Investor Series

A multi-disciplinary approach to compounding

Philosophical Foundations | The Consilient Investor 01

The Mathematics of Value Creation | The Consilient Investor 02

Invert the Model, Decode the Price | The Consilient Investor 03

Every Multiple is a DCF in Disguise | The Consilient Investor 04

The CEO Portfolio Manager | The Consilient Investor 05

The Lifecycle of a Moat | The Consilient Investor 06

The Architect vs. The Actuary | The Consilient Investor 07

The Situational Awareness of Luck and Skill | The Consilient Investor 08

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Investing Education & Philosophy

Evergreen principles for any market

Newton's Cannonball and the Case for a 65 P/E

Beyond the Discount: Five Margins of Safety That Aren't Price

When to Catch a Falling Knife

Hunting for Spawners: How to Spot the Next AWS

Compounding Culture: Engagement and Performance

Beyond the Spreadsheet: 10 Lessons from Brookfield Asset Management's New CEO

The Original Alpha: Chuck Norris on Life and Investing

Holding the Leash: A Field Guide to Market Panics

Castles and Cottages: A Survival Guide for SaaSmageddon

Beyond ROIC: Measuring the Returns on New Capital

The Oracle's Alpha: Buffett as a Quality Investor

Overwhelmed by Noise

Value Makers vs. Value Fakers

From Consciousness to Compounding

The Power of Implicit Conviction

Keep Calm and Go Long

Howard Marks on Management, Quality, and Conviction

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Quick Takes

Miscellaneous posts, quarterly updates, and shorter analysis

Honeywell Aerospace: The 2% of Suppliers Choking the $18B Backlog

On Four Assets, Price, and Compounding in Action

Wise Q1 FY27: One Basis Point Delivered, Four More Promised

Adobe Q2 2026: Hairlines Become Fault Lines

Wise FY26 Update: One Basis Point at a Time

An Ode to Omaha: Reflections on the Berkshire AGM

Hermès Q1 2026: The Selloff of Scarcity

Adobe Q1 2026: Cracks in the Compounder?

Building a Compute Utility: Meta’s 2025 ROIC Update

Fiserv Q4 2025 Update: A Fixer Upper or Money Pit?

Tesla’s Bridge Over Troubled Cash Flows

The Adobe Investors Paradox: Narrative vs. Numbers

Compounding Gratitude: A Toast to 2026

Copart: The Real Estate King of the Junkyard

God Rest Ye Patient Investors

Adobe x Semrush

Constellation Software Q325

The Prancing Horse Accelerates

Berkshire X Occidental Petroleum v2.0

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