• MSCI Deep Dive https://enlightenedcapital.substack.com/p/msci-deep-dive 3 comments 2/12/2021 securityanalysis
• Updated thoughts on PGR https://enlightenedcapital.substack.com/p/pgr-update 2 comments 11/11/2021 securityanalysis
• My thoughts on FRC: A rare bank compounder https://enlightenedcapital.substack.com/p/frc-a-rare-bank-compounder 18 comments 28/10/2021 securityanalysis
• My thoughts on WLTW https://enlightenedcapital.substack.com/p/wltw-a-turnaround-story-or-the-continuation 2 comments 30/9/2021 securityanalysis