Essays & Excerpts
Selected writings from The Marlowe Manual, available for download.
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Philosophy• 2 pages
Where Are the Walmart Billionaires?
The Central Question
An exploration of why so few investors capture the long-term compounding of exceptional public companies like Walmart, despite having access to them for decades.
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Strategy• 2 pages
Investment Philosophy
Time Horizons & Measurement
Why we measure results over five-year time frames and how we view short-term stock price fluctuations as noise rather than signal.
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