Hello Jason I saw the title of this post, without realizing it was yours, and thought that whoever wrote it I should point out that there is no more seminal work for thinking about fundamental analysis than your book, the Intuitive Investor. No book that I have read on Fundamental Analysis, including Benjamin Graham, talks about the art of observation and connecting the dots, such as to wristwatches, public advertising, and new arrivals at airports, better than you do. Or your description in this blog of the stakeholder view of the income statement. If I was a fundamental analyst these intuitions would I am confident help me deliver a superior service to my clients. On that note I will return to my ultra tiny holding periods. Kind regards Savio