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Secure Energy Services
From Volatile to Durable Earnings
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310 Value

December 2023

Applying Nick Sleep’s and Qais Zakaria’s Analysis of Costco to eDreams
Scaled Economics Shared
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310 Value
1

November 2023

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
6
Brookfield Corp.’s SOTP Valuation
Getting Read for Their Upcoming Analyst Day
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310 Value
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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…
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June 2023

Hermes International S.A.
A look at controlled scarcity, vertical integration, and sales to China.
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310 Value
4
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

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…
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310 Value
4

March 2023

Unpacking DigitalBridge's Fourth Quarter
If you want complicated, you’ve got it.
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310 Value
6

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…
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310 Value
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