Finding Growth Without the Gamble

Author

Bald Investor
November 03, 2025

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There's a peculiar irony in modern investing: we're drowning in data yet starving for wisdom. This weekend, I'm sharing two videos that tackle this paradox from different angles.

The first shows how to sift through hundreds of growth companies to find the rare few combining explosive expansion with genuine quality. The second offers something timeless—a 2006 lecture by Li Lu at Columbia that remains one of the most lucid explanations of value investing ever recorded.

One is about method, the other about mindset. Together, they might just change how you think about building wealth.

Finding Growth Without the Gamble

Most growth stock lists read like lottery tickets dressed in business suits. This video takes a different approach—filtering hundreds of companies for those rare names showing 30%+ growth rates alongside rock-solid fundamentals.

I walk through five specific stocks: NVIDIA, Meta, Arista Networks, Kaspi, and Texas Pacific Land Corporation, examining each through actual data and management guidance.

What makes this analysis different is the use of Provue, a workspace that transforms scattered financial data into coherent insights. You'll see exactly how to separate genuine compounders from high-flying frauds.

Your Partner in Delegation

You’ve done it all. Built your business, clawed your way into the green, pulled every lever you could pull. And you did it all by digging in.

But now? Your work days creep later and later. Big plans get pushed one more day. The urgent task always wins over the important one.

You’ve reached capacity. It’s not about working harder now. It’s about growing smarter.

BELAY’s Delegate to Elevate eBook shows how to break through the ceiling by letting go of the tasks holding you back. You’ll discover the mindset shift and strategies successful entrepreneurs use to free up time and focus on scaling.

It’s the tipping point: delegate to elevate — or stay stuck.

A Free Education Worth Thousands

In 2006, Li Lu—the investor Charlie Munger called "one of the finest investment minds of his generation"—delivered a lecture at Columbia Business School that should be required viewing for every serious investor.

This wasn't some promotional roadshow; it was a genuine masterclass at the birthplace of value investing itself. The recording captures Lu explaining how he thinks about businesses, risk, and the long game with a clarity that's exceedingly rare.

Eighteen years later, his insights haven't aged a day. Sometimes the best investment education doesn't cost a cent.

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