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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

An Unstoppable Force and an Immovable Object: When Technology and Healthcare Collide

Colony's New NorthStar: Colony Capital is a business in flux. Like Blackstone or KKR, Colony is the general partner of private equity funds, but that only invests in real estate. The Company’s recent history begins in April 2015 when Colony Financial merged into Colony Capital, combining their asset owner entity with their asset manager entity, referred to as an