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Data Centers in the Permian Basin Part 2 – It’s More Than Just Trapped Gas
Implications for LandBridge, TPL, Vantage Data Centers, & DigitalBridge
Dec 11, 2024
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Data Centers in the Permian Basin Part 2 – It’s More Than Just Trapped Gas
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October 2024
The Strategic Value of eDreams
Did Uber Kick Off an OTA Arms Race?
Oct 28, 2024
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The Strategic Value of eDreams
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Texas Pacific Land Corp.’s True Cost of Capital
A Tale of Two Eras
Oct 22, 2024
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Texas Pacific Land Corp.’s True Cost of Capital
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September 2024
Brief Thoughts on Brookfield's Investor Day
Brookfield is Cheap Compared to Plan Value
Sep 12, 2024
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Brief Thoughts on Brookfield's Investor Day
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August 2024
Data Centers in the Permian Basin
Can Texas Pacific Land Corp. and LandBridge Capitalize on Trapped Natural Gas?
Aug 23, 2024
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Data Centers in the Permian Basin
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June 2024
eDreams Q4 Update - Who Likes Free Money?
Prime Subscription Program Fuels Compounding + an Arbitrage Opportunity
Jun 28, 2024
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eDreams Q4 Update - Who Likes Free Money?
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Brookfield Property Group
Peeling the Onion on Brookfield's Direct Real Estate Holdings
Jun 24, 2024
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Brookfield Property Group
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Analyzing GFL's Strategic Alternatives
Since going public in March of 2020, GFL’s operational performance has been exceptional. The company has more than doubled both revenue and EBITDA…
Jun 21, 2024
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Analyzing GFL's Strategic Alternatives
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April 2024
Secure Energy Services
From Volatile to Durable Earnings
Apr 3, 2024
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Secure Energy Services
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December 2023
Applying Nick Sleep’s and Qais Zakaria’s Analysis of Costco to eDreams
Scaled Economics Shared
Dec 15, 2023
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Applying Nick Sleep’s and Qais Zakaria’s Analysis of Costco to eDreams
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November 2023
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, 2023
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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, 2023
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Several Ways to Win
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