Archive - Behavioral Value Investor

[2026–2027] The Weekly Value Investing Seminar: Introduction

Building an investing process by studying the masters

Sep 17 • Gary Mishuris, CFA

The Mental Model Scorecard I Use in My Own Investing

An app I built with AI to make myself use the investing lessons I’ve learned. Try the free version.

Sep 11 • Gary Mishuris, CFA

Has AI Actually Improved Your Investing?

The AI workflows and process tools I use in my own investing, now part of paid membership.

Sep 8 • Gary Mishuris, CFA

Member Downloads

Four Claude Skills and their guides, with member download links.

Sep 8 • Gary Mishuris, CFA

July 2026

What 22 Investment Post-Mortems Taught Me

Autopsy Season 1 is complete. The patterns that repeated across the failures (and successes), and the process improvements they demand.

Jul 10 • Gary Mishuris, CFA

10-Minute Investment Autopsy No. 22: DXC Technology (DXC)

A 13% free cash flow yield and a CEO with a great track record. The stock still lost 86% of its value

Jul 2 • Gary Mishuris, CFA

June 2026

How a 100+ Bagger Went Bankrupt: The Story of Sleep Number

Sleep Number survived one near-death experience, became a 750x winner, then borrowed heavily to buy back stock near the peak. The bill came due.

Jun 29 • Gary Mishuris, CFA

10-Minute Investment Autopsy No. 21: Hain Celestial (HAIN)

Turnarounds are always hard, but especially in the face of secular headwinds.

Jun 25 • Gary Mishuris, CFA

10-Minute Investment Autopsy No. 20: Sleep Number (SNBR)

When innovation isn’t enough.

Jun 19 • Gary Mishuris, CFA

AI for Serious Investors #3: Company Overview Deck Claude Skill

A free Claude Skill that works right from the web to produce a structured overview deck for a company (and it works surprisingly well)

Jun 17 • Gary Mishuris, CFA

10-Minute Investment Autopsy No. 19: Lexmark (LXK)

The stock was the cheapest it had ever been. It still had 44% further to fall.

Jun 12 • Gary Mishuris, CFA

The 7 Questions That Changed My Investing

After 25 years of investing, these are the questions that help me avoid the good-enough ideas I used to talk myself into.

Jun 10 • Gary Mishuris, CFA

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts