Blog

May 20, 2026

Hero header with dark blue gradient, large serif title 'The Outsiders Doctrine' and green italic subtitle, plus a centered multi-color donut chart labeled 'FY25 Reinvented' near the middle/bottom.

The Outsiders Doctrine: William Thorndike’s 2012 Study of Eight Unconventional CEOs and the Five Capital-Allocation Choices That Built ~20% Annual Shareholder Returns

William Thorndike's 2012 study of eight outsider CEOs revealed that compounding shareholder wealth is a capital-allocation discipline — not an operating one. Titan Biotech's FY25 audited numbers fit the five-choice template.

May 19, 2026

Website hero with title 'Capacity to Suffer' and subtitle, plus a two-by-two grid: Trader (gray), Drift (light gray), Compounder (green), Speculator (orange).

Capacity to Suffer: Tom Russo’s Doctrine on Why Long-Term Compounders Tolerate Short-Term Reported-Earnings Drag

Tom Russo's Capacity to Suffer concept names the rarest corporate trait: management willingness to depress today's reported earnings to fund tomorrow's moat. Illustrated with Titan Biotech FY25 audited markers.

May 18, 2026

Hero header with title 'Buffett’s Four Filters' and subtitle, plus a two-by-two color grid: Trader (gray), COMPOUNDER (green), Drift (light gray), Speculator (orange).

Buffett’s Four Filters: The 1977 Berkshire Letter Acquisition Checklist Refined in the 1994 Owner’s Manual

Buffett's four filters — understandable business, favourable economics, able-and-trustworthy management, sensible price — applied step by step to Titan Biotech's FY25 audited numbers, in their canonical sequential order.

May 17, 2026

Infographic: The Klarman Doctrine title with a horizontal bar chart of FY20–FY25 values, ending with a green FY25 bar at 22.

The Klarman Doctrine: Seth Klarman’s 1991 ‘Margin of Safety’ Three-Pillar Architecture — Why Absolute Returns, Bottom-Up Bargain Hunting, and Risk Aversion Define the Real Value Investor’s Edge

Seth Klarman's 1991 'Margin of Safety' rebuilt value investing on three pillars: absolute returns, bottom-up bargain hunting, and risk aversion. How Titan Biotech FY25's audited numbers illustrate all three.

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