Low Risk Rules

Low Risk Rules

Home
Notes
The Book
Geeks Only
Archive
About

July 2025

Checklist Series, Part 6: "Sticky" business
Where do you think you're going? That's right... nowhere!
The Winners of the New World, Redux
The lessons of history
Checklist Series, Part 5: Intangible Assets
We have now entered into a new part of the checklist - that where we evaluate where the company might possess a sustainable competitive advantage that…
Checklist Series, Part 4: Capital Allocation
Follow the money!

June 2025

Checklist series, Part 3: Industry analysis
"When a manager with a reputation for brilliance tackles a business with a reputation for bad economics, it is the reputation of the business that…
Investment Lessons from Karl Marx
As far as I know, nobody has ever credited Karl Marx for his investment acumen in picking winners.
Checklist series, Part 2: Track record
Is past performance is a clue to the future?
Checklist series, Part 1: Keep it simple
What are the elements that go into selecting companies to invest in
Playing hurt
The athlete knows the day will never come when he wakes up pain-free.

May 2025

© 2025 Geoff Saab
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture