Welcome to The Outsiders Corner!
Have you ever found yourself wondering how a restaurant stays afloat—how many customers walk through the door each day, and whether that’s enough to turn a profit? If you have, you’re not alone. I’ve spent countless hours asking the same kinds of questions—not just about restaurants, but about businesses of all kinds.
This corner is where that curiosity finds a home.
At The Outsiders Corner, we explore what drives a company’s success beneath the surface. We’re not just interested in earnings reports or flashy headlines—we’re focused on one thing: the ability to reinvest capital at high returns, for a really long time.
Why this focus? Two reasons.
First, it’s the engine behind enduring earnings growth—the single most powerful driver of long-term investment returns.
Second, when I first set out on my own investment journey, I noticed something missing. Everyone was talking about growth rates, profit margins, dividends, and buybacks—but few stopped to ask why a company was making those decisions. Even fewer talked about capital allocation in a way that made sense. Yet capital allocation is the thread that ties it all together—it reveals how well a company can turn today’s profits into tomorrow’s opportunities.
For me, this lens has become the ultimate filter. If a management team can’t clearly explain why they deserve to earn market-beating returns on the capital they deploy, why should I believe I can achieve that by partnering alongside them?
This space is dedicated to understanding that question—and finding the rare businesses that have the answer.
Welcome aboard.
Disclosure: Nothing you read on The Outsiders Corner should be taken as financial advice. The ideas and opinions shared here are for informational and educational purposes only. I may hold personal investments in some of the companies or opportunities discussed.
