J. Yeo3 Things to Consider Before Buying A Moat — Musing ZebraNot all moats are the same. Some moats are wider but not as durable, while others might be durable but have little growth opportunities…5 min read·Jul 24, 2021----
J. Yeo3 Types of Capital Allocation MoatsI previously wrote about the 7 types of moats of quality companies. Another way to look at moats is from a capital allocation perspective…4 min read·Jul 16, 2021----
J. Yeo10 Takeaways from Investing for GrowthInvesting for Growth is a compilation of Fundsmith’s annual letters and articles Terry Smith wrote for the Financial Times. Just a bit of…4 min read·Jul 3, 2021----
J. YeoHow to Pick a CarImagine you want a car. What car should you pick? First, you have to know why you want a car right. You probably also have a few criteria…5 min read·Jun 29, 2021----
J. YeoOne Easy Way to Improve Your Judgment — Musing ZebraThe mistake we often make when valuing a stock is overestimating the business growth potential, how much free cash flow it can generate…4 min read·Jan 23, 2021----
J. Yeo10 Best Books on Risk — Musing ZebraWhen Genius Failed: The Rise and Collapse of Long-Term Capital Management by Roger Lowenstein6 min read·Nov 22, 2020----
J. YeoWhat Should You Buy? — Musing ZebraI think it is easier to figure out what not to buy than what to buy. If we can weed out the stocks to avoid, we’ll be a step closer to…4 min read·Oct 14, 2020----
J. Yeo8 Books on Worldly Wisdom — Musing ZebraHow do we attain wisdom? It starts with knowledge. What kind of knowledge should we acquire? Peter Kaufman’s three buckets of knowledge…5 min read·Sep 16, 2020----
J. YeoWhat is Value Investing? — Musing ZebraWhat is value investing? It is to buy a business for less than what it’s worth. We can break this into three parts.6 min read·Sep 14, 2020----
J. YeoWhy Investors Blow Up (and How To Avoid That) — Musing ZebraOvershoot8 min read·Aug 13, 2020----