Research notes, investment thinking and financial education from the YMI team.
Most investors know they should think long term. Very few actually do. Here's why patience is a genuine competitive advantage — and how to build it.
Before we invest in any company, we run through a structured set of questions. This is the framework we use — and why each question matters.
A company can be a great business and a terrible investment. Understanding the difference between price and value is one of the most important skills in investing.
Market downturns feel different when you're living through them. Here's how we think about volatility — and why we don't try to time the market.
We publish research notes and educational content regularly. No noise — just clear thinking about investing.
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