Profile 7 min read

Lessons from Geraldine Weiss

Geraldine Weiss managed Investment Quality Trends for nearly forty years, valuing stocks through dividend yields rather than accounting earnings. Her focus on cash payouts created a durable analytical edge in a field then dominated almost entirely by men.
Profile 7 min read

Lessons from Shelby Cullom Davis

Shelby Cullom Davis was an insurance analyst and diplomat who specialized in overlooked insurance stocks. His Davis Double Play joined earnings growth with market revaluation, illuminating how industry knowledge, compounding, and civic virtue can reinforce one another.
Profile 8 min read

Lessons from Nancy Zevenbergen

Nancy Zevenbergen founded Zevenbergen Capital Investments from her Seattle living room. Identifying disruptive companies such as Amazon and Tesla, she framed growth investing around “What can go right?” while demanding concentration, discipline, and long-term patience.
Profile 8 min read

Lessons from Martin Whitman

Martin Whitman built Third Avenue Management by treating companies as finance entities, not tickers. His balance-sheet discipline found opportunity in asset-heavy businesses and distressed debt, prioritizing creditworthiness and tangible value over daily market noise.
Profile 11 min read

Lessons from Charles Brandes

Charles Brandes founded Brandes Investment Partners after meeting Benjamin Graham shaped his direction. Bringing classic value principles to international and emerging markets, he showed how margin of safety and contrarian discipline can endure across decades.
Profile 7 min read

Lessons from Leon Black

Leon Black’s contrarian mindset and focus on value define the central territory: how disciplined opposition to consensus can reveal opportunity. The question worth studying is how contrarian judgment remains anchored to value rather than mere disagreement.
Profile 8 min read

Lessons from Marc Rowan

Marc Rowan transformed Apollo from a high-yield shop into a credit and insurance giant performing work once reserved for banks. Integrating Athene’s retirement assets showed how long-term capital can absorb complex risks traditional lenders no longer handle.
Profile 6 min read

Lessons from David Bonderman

David Bonderman built TPG Capital by entering distressed corporate situations others avoided. His work treats legal and structural complexity as a moat, pairing aggressive operational turnarounds with solo travel as a discipline for preserving independent thought.

Choose your reading rhythm.

Start with a weekly briefing, add daily notes, or hear only when a durable essay or research update is ready.
You've successfully subscribed to Antoine Buteau
You've successfully subscribed to Antoine Buteau
Welcome back! You've successfully signed in.
Press ESC to close.