Archive - The Conviction Letter

Adobe ($ADBE): The Compounding Machine Meets the "AI Fog"

A Deep Dive into Moat Erosion, Unit Economics, and why Price is not the same as Value.

Mar 26 • Omar Gebaly

How to Value a Business, And Why Almost Everyone is Doing it Wrong

Let’s start with a simple question.

Mar 24 • Omar Gebaly

The Mistakes I Made Before I learned That Investing is 80% Psychology

Nobody tells you this when you start investing.

Mar 23 • Omar Gebaly

The auto parts store that's been compounding quietly for 33 years

In 1957, Charles O’Reilly opened a single auto parts store in Springfield, Missouri.

Mar 23 • Omar Gebaly

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