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The Depreciation Illusion
The hyperscalers may be committing fraud in plain sight by overstating earnings by double-digits.
Dec 31, 2025
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Paul Gantheil
44
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The Problem With Most Stock Buy Decisions
What the Wolf of Wall Street teaches us about having an edge.
Jan 6
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Paul Gantheil
29
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The (not so) Intelligent Investor
Buffett has called it “By far, the best book on investing every written”.
Dec 27, 2025
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Paul Gantheil
54
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The (not so) Intelligent Investor
Dec 27, 2025
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Paul Gantheil
54
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11
The Hidden Cost of Stock-Based Compensation
Dec 22, 2025
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Paul Gantheil
38
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The Problem With Most Stock Buy Decisions
Jan 6
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Paul Gantheil
29
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Why Warren Buffett Called Berkshire Hathaway His Dumbest Investment
Dec 16, 2025
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Paul Gantheil
20
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The Metric The Best Investors Obsess Over
Dec 6, 2025
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Paul Gantheil
20
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Charlie Munger Calls This Metric Bullsh*t
Sep 24, 2025
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Paul Gantheil
5
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The Hidden Cost of Stock-Based Compensation
Nvidia’s stock-based compensation didn’t cost shareholders $20bn, it cost them over $110bn.
Dec 22, 2025
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Paul Gantheil
38
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Why Warren Buffett Called Berkshire Hathaway His Dumbest Investment
A $200 billion blunder.
Dec 16, 2025
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Paul Gantheil
20
4
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The Truth About Stock Options
“Show me the incentive and I will show you the outcome.” – Charlie Munger
Dec 13, 2025
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Paul Gantheil
5
3
The Metric The Best Investors Obsess Over
“Over the long term, it's hard for a stock to earn a much better return than the business which underlies it earns” – Charlie Munger
Dec 6, 2025
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Paul Gantheil
20
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Charlie Munger Calls This Metric Bullsh*t
Every time you hear ‘EBITDA’ substitute it with bullsh*t – Charlie Munger
Sep 24, 2025
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Paul Gantheil
5
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The Nuances of ROIC Investors Miss
“Not everything that can be counted counts, and not everything that counts can be counted.” – William Bruce Cameron
Aug 17, 2025
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Paul Gantheil
4
Size Isn't All That Matters... But Its Close
“It’s not whether you’re right or wrong that’s important, but how much you make when you’re right and how much you lose when you’re wrong.” – Stan…
Jul 23, 2025
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Paul Gantheil
4
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