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eDreams: Q2 Update – A Multi-Bagger Still Hiding in Plain Sight
In August, I wrote an article “eDreams: A Multi-Bagger That is hiding in Plain Sight.” Given that they just reported their second quarter earnings, I…
Nov 16
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eDreams: Q2 Update – A Multi-Bagger Still Hiding in Plain Sight
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September 2023
Several Ways to Win
Thoughts on Brookfield's Investor Day
Sep 27
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Several Ways to Win
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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…
Aug 31
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eDreams: A Multi-Bagger Hiding in Plain Sight
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Brookfield Corp.’s SOTP Valuation
Getting Read for Their Upcoming Analyst Day
Aug 23
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Brookfield Corp.’s SOTP Valuation
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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…
Aug 2
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Big Win for The Good Guys - "Board Refreshment" at Texas Pacific Land Corp.
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June 2023
Hermes International S.A.
A look at controlled scarcity, vertical integration, and sales to China.
Jun 29
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Hermes International S.A.
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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…
Jun 15
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First Watch Restaurant Group: An Early-Stage Compounder
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May 2023
Chemed – My Nomination for Inclusion In The Next Edition of The Outsiders
Chemed (CHE) is a holding company which is currently the home to two businesses, Roto-Rooter (plumbing services) and Vitas (hospice care). Its capital…
May 19
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Chemed – My Nomination for Inclusion In The Next Edition of The Outsiders
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March 2023
Unpacking DigitalBridge's Fourth Quarter
If you want complicated, you’ve got it.
Mar 4
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Unpacking DigitalBridge's Fourth Quarter
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February 2023
High-Quality Compounder Hidden in a Commodity Business – Orion Engineered Carbons
Short article on an interesting situation. Orion Engineered Carbons (“Orion”) is valued as a commodity business, yet half of its earnings come from a…
Feb 3
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High-Quality Compounder Hidden in a Commodity Business – Orion Engineered Carbons
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January 2023
What Does 2023 Have in Store for DigitalBridge?
2022 was an interesting year for DigitalBridge (“Digital” or the “Company”) with strong performance of their portfolio companies (for the most part), a…
Jan 7
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What Does 2023 Have in Store for DigitalBridge?
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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…
Dec 23, 2022
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Revisiting eDreams After Q2 Print – Prime is Working, What’s the Endgame?
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