Theory

Everyone Should Care About Capital Allocation

Run From It. Hide From It. It Is Inevitable.

Feb 19 • Bonnefin Group

Back of the Napkin Valuation Tools

Simple is Usually Best

Jan 29 • Bonnefin Group

The Mandate of Capital

Heavy Is the Crown

Jan 25 • Bonnefin Group

A Primer on Value Investing

All Sound Investing is Value Investing

Dec 23, 2025 • Bonnefin Group

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Bonnefin Research

Theory