Finding Growth Without the Gamble

There's a peculiar irony in modern investing: we're drowning in data yet starving for wisdom. This weekend, I'm sharing two videos that tackle this paradox from different angles.

The first shows how to sift through hundreds of growth companies to find the rare few combining explosive expansion with genuine quality. The second offers something timeless—a 2006 lecture by Li Lu at Columbia that remains one of the most lucid explanations of value investing ever recorded.

One is about method, the other about mindset. Together, they might just change how you think about building wealth.

Most growth stock lists read like lottery tickets dressed in business suits. This video takes a different approach—filtering hundreds of companies for those rare names showing 30%+ growth rates alongside rock-solid fundamentals.

I walk through five specific stocks: NVIDIA, Meta, Arista Networks, Kaspi, and Texas Pacific Land Corporation, examining each through actual data and management guidance.

What makes this analysis different is the use of Provue, a workspace that transforms scattered financial data into coherent insights. You'll see exactly how to separate genuine compounders from high-flying frauds.

You built your business by saying yes to everything. Every detail. Every deadline. Every late night.

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In 2006, Li Lu—the investor Charlie Munger called "one of the finest investment minds of his generation"—delivered a lecture at Columbia Business School that should be required viewing for every serious investor.

This wasn't some promotional roadshow; it was a genuine masterclass at the birthplace of value investing itself. The recording captures Lu explaining how he thinks about businesses, risk, and the long game with a clarity that's exceedingly rare.

Eighteen years later, his insights haven't aged a day. Sometimes the best investment education doesn't cost a cent.

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