Rational Investing and Value Investing: A Shared Learning Journey
 

This page is the foundation of an evergreen knowledge base on rational investing and value investing. It is built around learning how to think clearly about investing by studying businesses, fundamentals, intrinsic value, and long-term decision-making.

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Rational investing is approached here as a learning journey — for the reader as well as for the writer. We explore ideas, frameworks, and mental models used by experienced investors, past and present, including Benjamin Graham, Warren Buffett, Charlie Munger, and modern fundamental investors.

Rather than focusing on market predictions or short-term price movements, we concentrate on understanding companies as businesses: how they generate cash flows, how sustainable their advantages are, and whether they can be owned at a reasonable price with a margin of safety.

This knowledge base evolves over time. Assumptions are questioned, ideas are refined, and insights are updated as understanding deepens. The goal is not certainty, but better thinking under uncertainty.

This content is educational in nature. We are not financial advisors, do not provide investment advice, and do not promise returns. The focus is on learning, reflection, and developing a rational long-term investing mindset.