The alternative format was good, entertaining. I would not request one over the other, suggest you do whatever you feel like at the time or what fits the material(s) you have.
A lot of interesting ideas to explore from this post!
May I ask a question on you research process? How long do you roughly spend on a company when you do a deep dive? And how is your time allocated between deep dives, searching for new ideas, and just generally learning (from books or better investors)? When you find a potential idea, do you directly jump in and do a deep dive, or do you postpone it?
I am asking, because I am constantly struggling with time allocation. When I stay too long with one company (especially, when I reject it in the end), I feel very unproductive. And vice versa :)
Maksim, sorry to answer with such a short answer, but…we just follow our curiosity. We research until we have conviction before we act…that could be a week or six months. Even while deep diving, we are always picking up new information and following new threads. Always where our interests and curiosity leads. All the best!
I am always looking fwd to reading y’all’s ideas. Thanks for sharing
Bret, thanks for your kind words.
Enjoyed this post!
Glad you did. 👍
Outstanding
Thanks, Brent!
The alternative format was good, entertaining. I would not request one over the other, suggest you do whatever you feel like at the time or what fits the material(s) you have.
Thanks for commenting, Steve. Appreciate it!
Excellent work. It’s a good variation on your normal deep dive.
Have you ever looked at BUR Burford Capital? I’m researching it now and have taken a small target position.
Thanks, Jim. No, we haven’t checked out BUR before. Thanks for the intro.
Another banger. Robotti is a gem.
Thanks, Dean. Thanks for writing up OneSoft again. We feel like we don’t need to because you did!
Thanks as always. I like both formats equally.
Thanks, Simon!
Rabbit holes beget more rabbit holes :) Cheers
That’s good.
good post!
Thanks, Mendo.
VIC write up a little while back:
https://www.valueinvestorsclub.com/idea/FRP_HOLDINGS_INC_FRPH/6392129446
Thanks for sharing this here!🫡
A lot of interesting ideas to explore from this post!
May I ask a question on you research process? How long do you roughly spend on a company when you do a deep dive? And how is your time allocated between deep dives, searching for new ideas, and just generally learning (from books or better investors)? When you find a potential idea, do you directly jump in and do a deep dive, or do you postpone it?
I am asking, because I am constantly struggling with time allocation. When I stay too long with one company (especially, when I reject it in the end), I feel very unproductive. And vice versa :)
Maksim, sorry to answer with such a short answer, but…we just follow our curiosity. We research until we have conviction before we act…that could be a week or six months. Even while deep diving, we are always picking up new information and following new threads. Always where our interests and curiosity leads. All the best!
Hi, thank you, it's short but valuable👍