Philosophy

The Logic of Concentration

A disciplined framework for concentrated investing: clarity, conviction, and capital allocation in elite businesses to drive long-term outperformance.

Mar 17 • Matt DiMauro

A record of reasoning. An admission of uncertainty. And, ultimately, an exit.

Feb 5 • Matt DiMauro

Gartner (IT): Anticipated Future Returns

I started the day embarrassed.

Feb 3 • Matt DiMauro

The Two-Engine Investor

How I’m Building a Lifetime Portfolio of Compounders While Hunting Mispriced Bets

Dec 28, 2025 • Matt DiMauro

Compounding Isn’t a Finance Trick - It’s a Behavioral Edge

Everyone talks about compounding. Few have the patience to let it happen.

Oct 21, 2025 • Matt DiMauro

Slow is Smooth, Smooth is Fast

Re-framing Urgency in Value Investing

Oct 14, 2025 • Matt DiMauro

Why Wall Street Gets It Wrong

Sep 17, 2025 • Matt DiMauro

The GKPI Philosophy

Grant–Kurtén Principle of Investing

Sep 9, 2025 • Matt DiMauro

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