Six Investor Lenses

"Use one lens to build conviction. Compare two to find your edge."

Owner earnings, durable moats, rational capital allocation

Latticework of mental models. Invert, always invert

Margin of safety. Mr. Market is a servant, not a guide

Know what you own. Tenbaggers hide in plain sight

Second-level thinking. Where are we in the cycle?

Deep work, concentrated bets, compounding understanding