LE BORD

Signaux, pas de bruit. Pensée à long terme, discipline comportementale et leçons intemporelles des meilleurs investisseurs du monde.

THE CODE: 11 DISCIPLINES OF THE INTELLIGENT INVESTOR

The greatest investors don’t rely on predictions, brilliance, or luck. They rely on discipline, a set of behaviours that compound quietly over decades. This reflection distills the 11 Disciplines of the Intelligent Investor: the mindset, the process, and the operating system behind long-term mastery.

THE 1% CLUB

THE GREATEST EDGE

The market rewards one thing above all: endurance. But in a world built for instant everything, patience has become a rare superpower. If you want Buffett-level results, you need Buffett-level time horizons. Discover why long-term orientation is the greatest edge left in investing.

THE SILENT GENIUS WHO OUTPERFORMED: WILL DANOFF

For 30 years, Will Danoff has quietly outperformed the S&P 500, compounding 13% a year managing Fidelity’s Contrafund. His secret? Not hype or headlines, but clarity, conviction and patience. From “outthink, don’t out-trade” to “calm is alpha,” Danoff’s discipline is a master class in intelligent investing.

THE QUIET ARCHITECT OF MODERN GROWTH INVESTING

Most investors know Warren Buffett. Few know the man who shaped him. Philip Fisher taught Buffett how to buy great companies, not cheap ones. He believed the real edge isn’t in numbers, but in understanding. He held stocks for decades, spoke rarely, and compounded quietly for 70 years. His secret? Depth over speed. Conviction over noise. Discover how Fisher’s philosophy became the blueprint for INTELLIGENT INVESTING: patience, discipline, and mastery of temperament.

HOWARD MARKS'S FIELD MANUAL FOR INTELLIGENT INVESTORS

Howard Marks has spent 50 years studying cycles, risk, and behaviour. In his latest interview, he lays out the real edge: not prediction, but calibration. Markets are optimistic, valuations are rich, and prudence is out of fashion. The intelligent investor knows: defense compounds faster than offense.

VARIANT EDGE: LESSONS FROM DEIYA PERNAS

Deiya Pernas and his team at Pernas Research have achieved 27.1% annualized returns since 2017, nearly double the S&P 500. Their philosophy centers on identifying whether a company’s “motor”, the system driving customer value and future cash flows, is strengthening. Key lessons include portfolio discipline, using cash as firepower, spotting moats in working capital, and seeking variant insights that differ from consensus.

DISCIPLINE COMPOUNDS: LESSONS FROM DEREK PILECKI

Most investors chase stories. Derek Pilecki chases structure. Since launching Gator Capital in the middle of the 2008 collapse, he’s compounded at 21% per year, nearly double the S&P 500. His edge? Discipline by design. From raising the bar on ideas to pressing when he’s strong, Pilecki proves that compounding isn’t luck, it’s architecture.

Start where you feel the pull.

Download moka

Download moka

download mogo

LE BORD

Signaux, pas de bruit. Pensée à long terme, discipline comportementale et leçons intemporelles des meilleurs investisseurs du monde.

THE CODE: 11 DISCIPLINES OF THE INTELLIGENT INVESTOR

THE 1% CLUB

THE GREATEST EDGE

THE SILENT GENIUS WHO OUTPERFORMED: WILL DANOFF

THE QUIET ARCHITECT OF MODERN GROWTH INVESTING

HOWARD MARKS'S FIELD MANUAL FOR INTELLIGENT INVESTORS

VARIANT EDGE: LESSONS FROM DEIYA PERNAS

DISCIPLINE COMPOUNDS: LESSONS FROM DEREK PILECKI

Download
moka

Download
moka

download
mogo