26
May
FactSet Research Systems (FDS)
FDS is a data and analytics provider similar to Bloomberg Terminal and CapitalIQ. They distribute data to 95 of the
2 min read
Latest
07
May
May Stock Update
Closed
Sirius XM (SIRI)
Everything was going fine – until a rumor hit the newswire that Sirius XM may acquire iHeartMedia
5 min read
05
May
Rockwood Archive
I'm launching a website – rockwoodarchive.com – a digital research library of corporate histories, data and people.
Rockwood ArchiveA
1 min read
26
Apr
Booz Allen Hamilton (BAH)
Booz Allen Hamilton stock is -50% over the past 2 years and flat over the last 6.5. Almost all
1 min read
20
Apr
April 2026 Stock Updates
Closed
TD SYNNEX (SNX)
SNX reached my range of fair value, so I closed it. If it's anything
8 min read
18
Apr
A Pritzker Real Estate Endeavor
I've come across a couple cases now where the Pritzkers positioned themselves in a hot trending market, but
14 min read
16
Feb
Stock Updates
Kraft Heinz (KHC)
I originally started buying Kraft Heinz expecting some sort of corporate activity. The stock has been a
4 min read
12
Feb
The Most Fascinating Tax Lawyer You've Never Heard Of (if you know any at all)
At the 2024 DealBook Summit, Jeff Bezos said,
Somebody needs to make a list where they rank people by how
10 min read
05
Feb
Approaching 1 Year of Rockwood Notes
Thank you to everyone who's supported this project so far.
There's been a lot of trial,
1 min read
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