Understanding WHY companies succeed is important. That's why I always try to go back to first principles.

My 3 favorite are covered here:
[https://asymmetric-investing.beehiiv.com/p/going-back-to-first-principles](https://asymmetric-investing.beehiiv.com/p/going-back-to-first-principles)

I’d say another principal to consider is that companies and their stock performance are often  thinly correlated. Therefore, understanding what makes the stock “tick” is equally important.

Pearl Gray Equity and Research

Going back to basics is a key to successful investing. 

https://asymmetric-investing.beehiiv.com/p/going-back-to-first-principles

Going Back to 1st Principles

1st Principles Investing

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