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September 2023
Several Ways to Win
Thoughts on Brookfield's Investor Day
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310 Value
August 2023
eDreams: A Multi-Bagger Hiding in Plain Sight
Introduction: eDreams, a frequent subject of my Substack articles, has executed a transformation from its original transaction-focused business model to…
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310 Value
4
Brookfield Corp.’s SOTP Valuation
Getting Read for Their Upcoming Analyst Day
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310 Value
7
Big Win for The Good Guys - "Board Refreshment" at Texas Pacific Land Corp.
Big news, that was a long time coming, from Texas Pacific Land Corp. (TPL). After the August 1st close, TPL announced a “Board Refreshment…
1
June 2023
Hermes International S.A.
A look at controlled scarcity, vertical integration, and sales to China.
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310 Value
2
First Watch Restaurant Group: An Early-Stage Compounder
Peter Lynch’s adage “buy what you know” compelled me to research and ultimately buy shares of First Watch. I first learned about it while at an old job…
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310 Value
4
May 2023
March 2023
Unpacking DigitalBridge's Fourth Quarter
If you want complicated, you’ve got it.
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310 Value
6
February 2023
January 2023
December 2022
Revisiting eDreams After Q2 Print – Prime is Working, What’s the Endgame?
It’s an interesting time to take a look at eDreams. In the last two months, we had an outstanding Q2 print, which shows the Prime subscription strategy…
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310 Value
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