05
Feb
Rapid Round
Something I've done for a long time is keep a journal (random scraps of paper and iPad doodles)
6 min read
Latest
29
Jan
TD SYNNEX (SNX)
Tech Data Corporation
Consolidated Statement of Cash Flows (In thousands)
Fiscal Year Ending Jan 31
2012
2011
2010
2009
2008
11 min read
29
Jan
A.N. Pritzker's 500-Bagger
It was actually a 468-bagger but that doesn't roll off the tongue.
In December 1942, Abram Nicholas (A.
7 min read
25
Jan
The Colson Corporation
In 1998, Jack Steinberg completed an internal history of The Marmon Group — the conglomerate built by Jay and Bob Pritzker.
22 min read
21
Jan
Darling, Fraud & Fortune
The Rise, Fall and Rebirth of Equity Funding Corporation of America
The company Fortune magazine called the fastest-growing diversified financial
33 min read
29
Dec
Robert A. Pritzker's 100-Bagger
This is the story of an investment Robert (Bob) Pritzker made in his mid-twenties that earned him about 100x on
5 min read
26
Nov
Portfolio Musings
I did some rebalancing recently and thought I'd pin how I'm positioned going into the new
6 min read
16
Nov
Ecovyst (ECVT)
Ecovyst (ECVT) is the North American market leader in chemical recycling for refineries, with a business model that supports 70%
9 min read
07
Nov
Jay Pritzker, Sam Zell and Itel Corp
Warren Buffett once equated equities to bonds, only with equities you have to fill in what the coupons will be.
6 min read
23
Oct
Media Accounting
The following is an aggregation of notes and thoughts I put together while looking into Warner Bros Discovery (WBD) last
7 min read