Recommended by Gannon Capital
Great investing requires understanding great operations. While I focus on identifying the right assets to buy, John focuses on how to make those assets perform. As an Operating Strategist, he dissects the mechanics of how businesses actually scale, pivot, and win. If you want to distinguish between a company with a good slide deck and one with a good engine, John Brewton’s writing is essential reading.
I found Rob's page organically and saw that a lot of his notes and posts aligned with my own research. He's become somewhat of an accidental research partner and helps me to fill in any knowledge gaps. His articles are also some of my favorites on all of Substack. I always get excited when I see a new one and dive in right away. Great find!
Jimmy provides highly intelligent yet humble insights on companies and the market. I always listen to his new articles the day they are published and can feel my brain expanding in the process. Strong recommend!
