$SPOT expect signficantly more than $10bn ad revenue in future... We plan to survey ad buyers of spot audience network to see how effective the new stack really is..

Former VP of Sales at Pall on Danaher and Sartorius & Bioprocessing

Costco vs Sam's in China from a Former Director of China at $cost

didn't include $brk in here as it would show up the rest! $dhr would be pretty good on this measure too - any other holdcos with ultra lean HQ costs as % of EBITA?

Former $URI exec on ROI's across different gen tool equipment types

One of the highest quality companies in UK - will be interesting to see how Geotek performs over next 18 months though! We walk through Geotek and the economics of other JDG opcos

Mark Leonard on finding a better business than VMS... "really, really hard to find anything comparable"

$5.7bn for Vice - double the value of NYT at the time... although Vice lost its way, its a shame its so hard to earn $$ online in journalism - may prove a big problem in long run

imo $hlma is at a similar inflection point as it was in 05 when Former CEO Williams took charge - it faced growing pains to scale M&A argubaly, the new CEO has a similar problem just on a larger scale

We just published a Company Profile on Bergman & Beving We walk through the complex history, why it has underperformed other acquirers, and what is driving such an inflection in ROIIC... $BERGB.ST

Former VP at Markel Food Group on $MKL as an owner

interesting site for investor beginners

O’Leary confident he will ‘crush’ comps

Former Addlife EVP on why life sciences is more profitable than industrial distribution

$csu agm this year was quite painful Seems like ML really doesn’t want to be there Also feel like he is even more worried about ‘trade secrets’ than ever.

surely Ashley get his hands on ASOS looks like they have enough cash to last but i've never been able to understand where they spend all their gp $$

Insurers pushing back against litigation funders

Pretty incredible at just how concentrated his portfolio is even at such a scale

Former Boeing Director on tail risk to $TDG

Pearson hosted a special call last week solely on AI How do platforms like openai not suck all the profit from players like Pearson?

Upcoming coverage on our enterprise tier We're interviewing multiple executives privately in our network to answer these questions on each company Insights are curated and written up for our enterprise subs

Yet a love of the process and desire to keep it on playing seems to be the secret to compounding Infinite over a finite game

This is also where the craft of investing is tricky The game is so intertwined with compounding $ that it can pollute the love of the craft at scale

@JerryCap @CJ0pp3l @MichaelGielkens @ebitdaddy90 @pearnick yep - and at what roiic larger deals are at. But i guess the best case scenario is 200 $5m acqs at the trad IRR plus the larger deals. that seems unlikely atm based on last few qs...

@JerryCap @CJ0pp3l @MichaelGielkens @ebitdaddy90 @pearnick i'm trying to understand the ROIIC based on the acq mix. if csu buys 150 $5m companies it's a diff risk reward than buying 40 $5m and 2 $300m cos of course the $4m deals aren't going away but the risk reward is diff based on the mix of fcf deployed