Insights

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Annual letters




January 22, 2025
2024 Letter to Investors
2024 Letter to Investors
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2024 Letter to Investors
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2024 Letter to Investors
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Podcasts




Spotify
November 17, 2024
Fastenal: A Nuts & Bolts Success Story - Business Breakdowns
Fastenal: A Nuts & Bolts Success Story - Business Breakdowns
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Fastenal: A Nuts & Bolts Success Story - Business Breakdowns
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Fastenal: A Nuts & Bolts Success Story - Business Breakdowns
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Feature articles




Feature Article - September Quarterly
October 24, 2024
The Illusion of Safety
The Illusion of Safety
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The Illusion of Safety
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The Illusion of Safety
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Feature articles




Feature Article - June Quarterly
July 19, 2024
How management can successfully fight the fade from greatness
How management can successfully fight the fade from greatness
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How management can successfully fight the fade from greatness
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How management can successfully fight the fade from greatness
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Podcasts




Spotify
July 11, 2024
Cintas: Rags to Riches - Business Breakdowns
Cintas: Rags to Riches - Business Breakdowns
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Cintas: Rags to Riches - Business Breakdowns
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Cintas: Rags to Riches - Business Breakdowns
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In the media




Livewire
April 29, 2024
Do higher risk investments earn higher returns?
Do higher risk investments earn higher returns?
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Do higher risk investments earn higher returns?
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Do higher risk investments earn higher returns?
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