Jay Vasantharajah

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Writing

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  • Top 3 Books of 2025

    Top 3 Books of 2025

    Feb 8, 2026
  • Expensive Talent is Cheap

    Expensive Talent is Cheap

    Jan 24, 2026
  • Long-Term Optimistic, Short-Term Pessimistic

    Long-Term Optimistic, Short-Term Pessimistic

    Jan 11, 2026
  • Why Debt Can Be a Source of Alpha

    Why Debt Can Be a Source of Alpha

    Dec 11, 2025
  • Content Still Remains a Meritocracy

    Content Still Remains a Meritocracy

    Nov 16, 2025
  • Balance Sheets

    Balance Sheets

    Jun 10, 2025
  • Hold Forever is a Flawed Framework

    Hold Forever is a Flawed Framework

    Apr 13, 2025
  • Top 3 Book Picks of 2024

    Jan 29, 2025
  • How To Build A Monopoly

    Dec 25, 2024
  • Modern Toll Bridge Businesses

    Modern Toll Bridge Businesses

    Nov 14, 2024
  • Forced Buyers

    Forced Buyers

    Nov 9, 2024
  • Looking For CEOs & Operators

    Aug 27, 2024
  • Issue #97: Couche Tard Pitch at Sohn

    Issue #97: Couche Tard Pitch at Sohn

    Apr 19, 2024
  • Issue #96: Sale of Save Mart

    Issue #96: Sale of Save Mart

    Apr 12, 2024
  • Issue #95: Winterhalter and Vertical Specialization

    Issue #95: Winterhalter and Vertical Specialization

    Apr 5, 2024
  • Issue #94: My Favourite Framework For Diversification

    Issue #94: My Favourite Framework For Diversification

    Mar 29, 2024
  • Issue #93: Price Discovery in Private Markets

    Issue #93: Price Discovery in Private Markets

    Mar 22, 2024
  • Issue #92: Danaher

    Issue #92: Danaher

    Mar 15, 2024
  • Issue #91: Buffett on Smokestack Companies

    Issue #91: Buffett on Smokestack Companies

    Mar 8, 2024
  • Issue #90: Nick Howley On Selling Stock

    Issue #90: Nick Howley On Selling Stock

    Mar 1, 2024
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