2025.23: What Nike Learned About E-Commerce
June 6, 2025, 10 a.m.
Elon and Trump Break Up In Spectacular Fashion. What’s Next?
June 5, 2025, 10:12 p.m.
Shift4’s Acquisition of Global Blue (GB)
June 4, 2025, 7:58 p.m.
John Zito - Inside Apollo - [Invest Like the Best, EP.426]
June 3, 2025, 8:40 p.m.
The Steve Ballmer Interview
June 2, 2025, 8:40 p.m.
Farewell...
Sept. 28, 2023, 6:57 p.m.
Waste Connections (WCN US): A potent blend of growth and defensibility
June 18, 2023, 3:14 p.m.
London Stock Exchange (LSEG): An in-depth analysis of LSEG/Refinitiv merger - marriage isn't easy.
June 1, 2023, 1:29 p.m.
Quick Survey : Short, medium or long write-ups?
March 12, 2023, 4:01 p.m.
Euronext NV (ENX.FP): A core European market infrastructure asset is available at "for sale" prices
March 8, 2023, 9:57 p.m.
Second post: Masco Inc : A "boring" high returns business trading on highly attractive multiples
Feb. 12, 2023, 9:23 p.m.
First post: Ferguson Plc: A high return business, trading on an attractive valuation
Jan. 11, 2023, 1:05 p.m.
Coming soon: This is Investing Marathon.
Jan. 10, 2023, 6:32 p.m.