For individual investors
The best writing
on markets is
already public.
It is also buried in PDFs written for institutional readers, published on a dozen different websites, and indexed by nobody. So most people end up with headlines about what a famous investor supposedly thinks, rather than what they wrote down.
This site reads that material and pulls out what was actually argued, with the figures behind it, dated and linked back to the original. Next to it sits what those same institutions actually filed — because the two do not always agree.
Small numbers, and deliberately real ones. Nothing is counted here that has not actually been read or parsed.
Three ways in
Depending on whether you want to know what someone argued, what a firm owns, or how any of it works in the first place.
What they argued
The Library
Investor memos, letters and industry research, reduced to the claims they make and the numbers they cite. Every entry links to the original in full — we index this material, we do not reproduce it.
4 documents · 22 claimsRecently indexed
Each of these was read in full before anything was written about it.
WHAT THIS IS NOT
No tips, no calls, no portfolio.
Nothing here tells you what to buy, and none of it is advice. A famous investor holding something is not a reason for you to hold it — their position size, time horizon, tax situation and hedges are all invisible in a filing, and by the time you read one it is at least 45 days old.
What this is for is the opposite: understanding the reasoning well enough to judge it yourself, and knowing exactly which parts of the public record you can and cannot trust.