“The act of writing, it seems to me, makes up a shelter, allows space to what would otherwise be hidden.” – Meena Alexander

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

The Makeup of Banks

A Clean Bill of Health

Thinking Like An Activist (& Fixed Income Analyst)

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