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
(61)The Behavioural Investor's Analysis Framework
Richard Thaler
Case Study: The Dot-Com Bubble Through a Behavioural Lens (1995–2002)
Richard Thaler
Developing Emotional Discipline — The Investor's Hardest Skill
Daniel Kahneman
The Psychology of Market Cycles
Howard Marks
Narrative Investing and Media Bias — How Stories Hijack Investment Decisions
Daniel Kahneman
Identifying Your Personal Bias Profile
Daniel Kahneman
Contrarian Thinking as Bias Correction
Daniel Kahneman
Personal Bias Audit Framework
Daniel Kahneman
Market Sentiment Assessment Framework
Howard Marks
The Contrarian Investor's Analysis Framework
Howard Marks
Case Study: Oaktree's Distressed Debt Deployment (2008–2009)
Howard Marks
Value Trap vs. Contrarian Opportunity — The Critical Distinction
Howard Marks
Sentiment Indicators — Quantifying the Crowd
Howard Marks
Managing the Emotional Cost of Being Contrarian
Howard Marks
Soros's Reflexivity — How Markets Shape the Reality They Reflect
Howard Marks
Sector Rotation from a Contrarian Lens
Howard Marks
Managing the Emotional Cost of Being Contrarian
Howard Marks
Market Sentiment and Cycle Assessment Framework
Howard Marks
The Growth Investor's Analysis Framework
Philip Fisher
Case Study: Fisher's Investment in Motorola (1955–1983)
Philip Fisher
William O'Neil's CANSLIM — The Complete Growth Stock Selection System
William O'Neil
Unit Economics — LTV, CAC, and the Path to Profitability
Philip Fisher
Reading Earnings Reports for Growth Signals
Peter Lynch
Unit Economics and Path to Profitability
Peter Lynch
Identifying Durable Growth Drivers
Philip Fisher
Risk Management in a Growth Portfolio
Peter Lynch
Growth Quality Assessment Framework
Philip Fisher
Addressable Market Evaluation Framework
Peter Lynch
The Market Cycles Analysis Framework
Ray Dalio
Case Study: Dalio's 2008 Foresight and Bridgewater's Performance
Ray Dalio
Portfolio Positioning Across Market Cycles
Ray Dalio
Reading Macro Indicators — The Practitioner's Dashboard
Ray Dalio
Gold, Bonds, and Safe Havens in Downturns
Ray Dalio
Central Bank Policy — What Investors Need to Know
Ray Dalio
Early Warning Signs of Market Tops and Bottoms
Ray Dalio
Currency Risk and International Diversification
Ray Dalio
Economic Cycle Positioning Framework
Ray Dalio
Portfolio Allocation by Cycle Phase Framework
Ray Dalio
The Momentum Investor's Analysis Framework (SEPA)
Mark Minervini
Case Study: Hansen Natural's 2003–2005 Breakout
Mark Minervini
Momentum Screening System — Building a Rules-Based Process
William O'Neil
Reading Chart Patterns for Entry Signals
William O'Neil
When Momentum Works — and When It Fails
William O'Neil
Managing a Momentum Portfolio
William O'Neil
Combining Fundamentals with Momentum
William O'Neil
Momentum Stock Screening Framework
William O'Neil
Entry and Exit Signal Framework
Mark Minervini
The Value Investor's Analysis Framework
Warren Buffett
Case Study: Buffett's Investment in See's Candies (1972)
Warren Buffett
DCF Valuation — A Step-by-Step Guide
Warren Buffett
Qualitative Business Assessment — What Numbers Cannot Tell You
Philip Fisher
Management Quality Evaluation — Assessing the People Behind the Numbers
Charlie Munger
Competitive Advantage Analysis — Measuring Moat Depth and Durability
Warren Buffett
When to Buy, When to Hold, When to Sell — The Complete Decision Framework
Peter Lynch
Building a Value Investing Checklist — Systematic Process for Consistent Decisions
Charlie Munger
Reading Financial Statements as an Investor
Benjamin Graham
Accounting Red Flags — Spotting the Warning Signs
Charlie Munger
Portfolio Construction — Building a Multi-School Portfolio
Ray Dalio
Intrinsic Value Assessment Framework
Warren Buffett
Economic Moat Evaluation Framework
Warren Buffett
Management Quality Assessment Framework
Warren Buffett