Invention. The gospel according to Jeff

Scaling sending at scale

I wasn't finished

Trendy

IRR, irrespective

Report card, reflections and more: after seven years of investing my own money

Deal or No Deal: Review of Couche-Tard's Acquisitions and Return Prospects

Viva Mexico: What We Can Learn from Mercado Libre's Investments into Mexico

Stepping up, Not Selling Out: On Going Paid

Destabilizing Characteristics: Investing in Burford, January 2024

The Management Fee Bid: Revisiting P10 Holdings

Does Bill Berkley Have a Crystal Ball?: Examining W.R. Berkley's Share Repurchases

Sunnier Days Ahead: Incorporating Bridge's 2023 Q2 Results

In the Eye of Three Storms: Forecasting Bridge's Business and Stock through 2026

Larger than Large: Diving Deeper into Constellation's Complex Acquisitions

A Better Combined Ratio: Thoughts on Owning Constellation Software

Murphy's Law: Murphy USA's Capital Allocation Regimes

$BRDG over Troubled Water: Starting to Unpack Bridge Investment Group

Freedom of Rate and Form: A Quick Look at Ryan Specialty, $RYAN

Land Grab: Old Dominion Freight Line's Real Estate Investments

Out of the Blue: Analyzing PoolCorp's Acquisition of Porpoise Pool & Patio

Carrier's Gift: Analyzing and Forecasting Watsco's Acquisition Activity

Hamilton Lane: The Key to Private Markets

P10: A Cheap Alternative

Take-Two: Chapter Three: Strauss Zelnick's Swan Song