Bill Ackman's Chipotle Turnaround: Activist Value Investing and Moat Restoration6 March 2026·292 words·2 mins
Dan Bin's Long-Term Conviction Bet on Kweichow Moutai: The Power of Liquid Gold5 March 2026·296 words·2 mins
Duan Yongping's Conviction Bet on Apple: Deconstructing the Ultimate Consumer Moat4 March 2026·327 words·2 mins
Buffett's Worst Mistake: Why Did Dexter Shoe Cost Berkshire Tens of Billions?1 January 2025·43 words·1 min
