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Catching Falling Knives: Deciding When to Buy
Two well-known ways to get burned in value investing are unknowingly buying “value traps” and “trying to catch a falling knife”.
Feb 14
•
Dan Shuart
10
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Constellation Software: AI's Threats and Opportunities
In 2018 Robert Smith, CEO and founder of Vista Equity Partners, told Forbes:
Jan 31
•
Matt Franz
26
2
Reading Roundup: January 2026
This Month We Read:
Jan 24
•
Matt Franz
and
Dan Shuart
30
1
3
Good Business Models Gone Bad: Looking Back at a Few Mistakes
It’s helpful, highly instructive, and a sometimes painful to look back at times we were wrong.
Jan 17
•
Dan Shuart
23
1
One Damned Thing After Another
Some thoughts on continuous overbuilding
Dec 27, 2025
•
Dan Shuart
80
10
"New" Becton Dickinson
Becton Dickinson (“BDX”) is a storied, if stodgy, business.
Dec 13, 2025
•
Matt Franz
5
9
Fiserv: Not Broken
A new addition to our portfolio.
Dec 6, 2025
•
Matt Franz
and
Dan Shuart
12
1
Reading Roundup: November 2025
Some of what we read this month includes:
Nov 29, 2025
•
Matt Franz
and
Dan Shuart
14
1
1
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