Outstanding Investor Position

Why Terry Smith & Fundsmith Bought Manhattan Associates

Why Fundsmith invested in Manhattan Associates using Terry Smith's quality investing checklist: high ROCE, intangible assets, and strong FCF growth.

Nov 20, 2025

Why Chuck Akre & Akre Capital Management Loves AirBnb

The three-legged stool investment philosophy of Akre Capital Management and how Airbnb meets all three criteria.

Apr 11, 2025

Why Chris Hohn & TCI Own GE Aerospace

Chris Hohn runs the multi-billion dollar hedge fund The Children's Investment Fund (TCI).

Nov 14, 2024

Why Fair Isaac (FICO) is Valley Forge Capital's Largest Position

Using Valley Forge's own words to understand why they own so much Fair Isaac.

Jan 30, 2024

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts