I will let this page serve as a place to find all written work on this blog organized from most to least recent:

Thinking about Trash

The Makeup of a Bank

Google’s 1Q25 Earnings

Thinking Like An Activist

Revisiting & Assessing Gogo

Swiping Right – Match Group

Couche-Tard Pitch

My Investment Journey

Variant Perceptions

Turbulent Valuations – Gogo Pitch

Managerial Case Study – Tom Murphy

Understanding Multiples

Operating Leverage & Margins

TSMC Pitch

Railroad Industry Primer

Emirates Driving Company Pitch

Discounting & M.O.S

Google Pitch

Share Repurchases & The Shareholder

BV v. IV

Importance of Returns on Capital

Activision Arbitrage?

Inflation & Equity Returns

Adobe Economics

Credit Acceptance Economics

Google Economics

QE & Money Creation

Europe’s Energy Crisis

EM Crisis (1) EM Crisis (2)

An Immutable Formula