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Insights

We publish evidence-based essays, analyses, and frameworks that combine behavioral science with business strategy.
Each piece explores how investors & founders can make better decisions and build companies that endure.

Latest
How founder psychology affects service company valuations

How founder psychology affects service company valuations

The emotional dynamics that create negotiating opportunities in professional services deals

· Ruben van Putten

The $850 million mistake: How anchoring bias destroyed a hedge fund

The $850 million mistake: How anchoring bias destroyed a hedge fund

This isn't just another trading disaster story. This is about anchoring bias—a psychological trap so subtle that even Nobel Prize winners fall victim. And it's probably costing you money right now.

· Ruben van Putten

Why we target service companies

Why we target service companies

The behavioral and financial advantages that make service businesses ideal acquisition targets

· Ruben van Putten

The split-second bias: why information order determines who gets funded

The split-second bias: why information order determines who gets funded

New research reveals how information sequence in VC pitches creates gender bias. Female entrepreneurs receive only 3% of funding—here's how changing presentation order could transform investment decisions and unlock billions in missed opportunities.

· Ruben van Putten

How to build a small-cap discovery machine

How to build a small-cap discovery machine

Here's the exact process I've refined over 200+ small-cap analyses, including how to spot behavioral tells that institutions miss.

· Ruben van Putten

Why we focus on service companies

Why we focus on service companies

73% of acquisitions fail to create value. Not because of financial metrics or market conditions, but because of psychology. Human biases, emotional attachment, and flawed decision-making destroy deals before they even close.

· Ruben van Putten

Warren Buffett's Financial Analysis Framework

Warren Buffett's Financial Analysis Framework

Warren Buffett's investment success stems from his methodical analysis of financial statements and his focus on long-term value creation.

· Ruben van Putten

From red to black: How 5 tech giants finally cracked the profit code

From red to black: How 5 tech giants finally cracked the profit code

Remember when tech companies could burn through cash like there was no tomorrow?

· Ruben van Putten

How to master the Peter Lynch investment strategy

How to master the Peter Lynch investment strategy

This week in our posts on the Kings of Capital, well-known investors providing us with valuable insights: Peter Lynch.

· Ruben van Putten

10 growth stocks with low PEG

10 growth stocks with low PEG

In our search for Quality Growth companies we use various metrics. One of them is the PEG (Price Earnings to Growth) ratio, a financial metric used to evaluate the value of a stock in relation to its projected growth rate.In our search for Quality Growth companies we use various metrics.

· Ruben van Putten

Oracle of Omaha: Warren Buffet's holdings

Oracle of Omaha: Warren Buffet's holdings

Every week we highlight a well known investor, his investment philosophy and current holdings.

· Ruben van Putten

The art of business valuation: 3 Methods

The art of business valuation: 3 Methods

You’re walking down Wall Street, and suddenly you have the opportunity to buy a business.

· Ruben van Putten

Quality growth in technology markets: A systematic approach

Quality growth in technology markets: A systematic approach

The technology sector’s unprecedented growth over the past decade has created extraordinary value but also posed a fundamental question: How can investors systematically identify companies capable of sustaining quality growth in rapidly evolving markets?

· Ruben van Putten

The real reason behind Warren Buffet selling Apple shares

The real reason behind Warren Buffet selling Apple shares

Warren Buffett's latest move to sell Apple shares has drawn investors' attention worldwide.

· Ruben van Putten

15 Step investment checklist

15 Step investment checklist

This checklist provides a systematic approach to evaluating investment opportunities.

· Ruben van Putten

Mastering startup valuation: 8 methods explained

Mastering startup valuation: 8 methods explained

Checking out a pitch deck showing a hockeystick growth and projected revenue increasing from zero to 100M in a year?

· Ruben van Putten

12 tips for successful long-term investing

12 tips for successful long-term investing

Essential tips for successful long-term investing that can potentially boost your return on investment.

· Ruben van Putten

How to spot a moat: Key indicators for investors

How to spot a moat: Key indicators for investors

Identifying and evaluating economic moats has a significant impact on successful long-term investing. Understanding the five main sources of moats and avoiding common pitfalls in moat analysis helps to separate truly durable advantages from temporary ones.

· Ruben van Putten

Behavioral Economics: Theory and real-world applications

Behavioral Economics: Theory and real-world applications

There's a fascinating realm where psychology meets economics, shaping the decisions we make daily.

· Ruben van Putten

Modern Portfolio Theory: imperfect rationality

Modern Portfolio Theory: imperfect rationality

Portfolio selection in irrational markets

· Ruben van Putten