by Brandon Ladoff | Jan 11, 2026 | Public Insights
The following reflects personal views of the author as of the publication date and is not intended as investment advice or a description of any investment strategy or performance. Opinions may change and should not be relied upon for investment decisions. There is a...
by Brandon Ladoff | Jul 1, 2025 | Private Memos (Sticky/Featured)
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by Brandon Ladoff | Jul 1, 2025 | Private Memos (Sticky/Featured)
To read this memo, please log in here
by Brandon Ladoff | Jul 1, 2025 | Public Insights
When thinking about how to compound capital over time, and importantly how to enjoy our work along the way, our belief system as investors has pointed towards finding businesses that are objectively meeting customers and employees where they want to be. Put simply,...
by Brandon Ladoff | Jul 1, 2025 | Public Insights
When we first started investing professionally, we never thought there could be so much room to evolve our investment process. As outside investors, we believe it is important to start the process with humility. We do not run these businesses day-to-day, and even the...
