
“Rule No. 1: Never lose money. Rule No. 2: Never forget rule No.1.” – Warren Buffet
“Being a value investor means you look at the downside before looking at the upside.” – Li Lu


“A great business at a fair price is superior to a fair business at a great price.” – Charlie Munger
Latest articles
EssilorLuxottica: Analyzing the Global Eyewear Leader
Published: February 9th, 2026 I recently completed an in-depth analysis of EssilorLuxottica, the world’s largest eyewear company and a dominant force in the vision care industry. This research examines whether the company’s premium valuation is justified given its growth prospects and competitive positioning. Company Overview EssilorLuxottica operates a vertically integrated business model spanning the entire…