The Library
For serious long-term investors who like to think and go deep. A collection of exceptional ideas and companies.
Welcome to our library 👋 . It’s so great to have you!
Below you’ll find:
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
Podcast Appearance
Company Deep Dives
Below you will find every company we have analyzed, in alphabetical order
AppFolio (APPF)
Brookfield Corporation (BN)
Constellation Software Incorporated (CSU)
Ferrari (RACE)
Fiserv (FISV)
Floor & Decor (FND)
HEICO (HEI / HEI.A)
Live Nation (LYV)
lululemon athletica (LULU)
Medline (MDLN)
Oscar Health (OSCR)
Powell Industries (POWL)
Tantalus Systems Inc (GRID)
The Consilient Investor Series
A multi-disciplinary approach to compounding
Investing Education & Philosophy
Evergreen principles for any market
Quick Takes
Miscellaneous posts and shorter analysis
