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.
Value Investing
Buy great businesses at fair prices.
The discipline of identifying companies trading below their intrinsic value — and holding with patience until the market agrees.
- ›Price vs. Value — The Most Important Distinction in Investing
- ›The Core Worldview of Value Investing
- ›The Margin of Safety — Investing's Most Important Concept
Growth Investing
Find the compounders. Hold them for decades.
Identifying companies with durable competitive advantages, expanding addressable markets, and the management quality to sustain above-average growth.
- ›The Scuttlebutt Method — Invest in What You Can Investigate
- ›The Core Worldview of Growth Investing
- ›The Anatomy of a Great Growth Business — What to Look For
Momentum Investing
Follow strength, respect the trend.
Understanding how price momentum and relative strength reveal where capital is flowing — and how to position alongside it with discipline.
- ›What Momentum Actually Is — And Why It Works
- ›The Core Worldview of Momentum Investing
- ›CAN SLIM — The Anatomy of a Market Leader
Behavioural Finance
Know your biases. Make better decisions.
The study of cognitive errors, emotional traps, and psychological biases that cause investors to act against their own interests — and how to overcome them.
- ›The Core Worldview of Behavioural Finance
- ›System 1 and System 2 — How Your Brain Sabotages Your Portfolio
- ›Loss Aversion — Why Losing Hurts More Than Winning Feels Good
Contrarian Investing
Profit where others panic.
Taking high-conviction positions against prevailing market sentiment — and understanding why crowd psychology creates the most asymmetric opportunities.
- ›Second-Level Thinking — The Foundation of Contrarian Investing
- ›The Core Worldview of Contrarian Investing
- ›The Pendulum — Reading Market Psychology at the Extremes
Market Cycles
Understand where we are. Position accordingly.
How economies, credit, and markets move in cycles — and how to read the signs that determine whether risk should be embraced or reduced.
- ›How the Economic Machine Works — Dalio's Template
- ›The Core Worldview of Market Cycles
- ›The Credit Cycle — The Engine Behind Every Major Market Move