The Learning Hub
Six Schools of Investment Principles
Each school has its own mental models, analysis frameworks, and decision systems. Start with one school, go deep, then build across them.
All practitioner lessons
(24)Behavioural Financepractitioner
The Behavioural Investor's Analysis Framework
Richard Thaler
frameworkanalysisbehavioural
15 min read→
Behavioural Financepractitioner
Case Study: The Dot-Com Bubble Through a Behavioural Lens (1995–2002)
Richard Thaler
case-studybehaviouralbubble
12 min read→
Behavioural Financepractitioner
Personal Bias Audit Framework
Daniel Kahneman
10 min read→
Behavioural Financepractitioner
Market Sentiment Assessment Framework
Howard Marks
11 min read→
Contrarian Investingpractitioner
The Contrarian Investor's Analysis Framework
Howard Marks
frameworkanalysiscontrarian
15 min read→
Contrarian Investingpractitioner
Case Study: Oaktree's Distressed Debt Deployment (2008–2009)
Howard Marks
case-studycontrarianmarks
12 min read→
Contrarian Investingpractitioner
Market Sentiment and Cycle Assessment Framework
Howard Marks
11 min read→
Growth Investingpractitioner
The Growth Investor's Analysis Framework
Philip Fisher
frameworkanalysisgrowth
15 min read→
Growth Investingpractitioner
Case Study: Fisher's Investment in Motorola (1955–1983)
Philip Fisher
case-studygrowthfisher
12 min read→
Growth Investingpractitioner
Growth Quality Assessment Framework
Philip Fisher
12 min read→
Growth Investingpractitioner
Addressable Market Evaluation Framework
Peter Lynch
10 min read→
Market Cyclespractitioner
The Market Cycles Analysis Framework
Ray Dalio
frameworkanalysismacro
15 min read→
Market Cyclespractitioner
Case Study: Dalio's 2008 Foresight and Bridgewater's Performance
Ray Dalio
case-studymacrodalio
12 min read→
Market Cyclespractitioner
Economic Cycle Positioning Framework
Ray Dalio
12 min read→
Market Cyclespractitioner
Portfolio Allocation by Cycle Phase Framework
Ray Dalio
11 min read→
Momentum Investingpractitioner
The Momentum Investor's Analysis Framework (SEPA)
Mark Minervini
frameworkanalysisSEPA
15 min read→
Momentum Investingpractitioner
Case Study: Hansen Natural's 2003–2005 Breakout
Mark Minervini
case-studymomentumbreakout
12 min read→
Momentum Investingpractitioner
Momentum Stock Screening Framework
William O'Neil
11 min read→
Momentum Investingpractitioner
Entry and Exit Signal Framework
Mark Minervini
11 min read→
Value Investingpractitioner
The Value Investor's Analysis Framework
Warren Buffett
frameworkanalysisintrinsic value
15 min read→
Value Investingpractitioner
Case Study: Buffett's Investment in See's Candies (1972)
Warren Buffett
case-studyvaluebuffett
12 min read→
Value Investingpractitioner
Intrinsic Value Assessment Framework
Warren Buffett
12 min read→
Value Investingpractitioner
Economic Moat Evaluation Framework
Warren Buffett
11 min read→
Value Investingpractitioner
Management Quality Assessment Framework
Warren Buffett
10 min read→