Darling, Fraud & Fortune
The Rise, Fall and Rebirth of Equity Funding Corporation of America
The company Fortune magazine called the fastest-growing diversified financial
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
Portfolio Musings
I did some rebalancing recently and thought I'd pin how I'm positioned going into the new
Ecovyst (ECVT)
Ecovyst (ECVT) is the North American market leader in chemical recycling for refineries, with a business model that supports 70%
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.
Media Accounting
The following is an aggregation of notes and thoughts I put together while looking into Warner Bros Discovery (WBD) last
Forward Pharma A/S (FWP)
Introduction
This was a situation I got into in 2017 that resulted in ~50% absolute return in a few months,
OMC + IPG
OmnicomGroup (OMC) and The Interpublic Group of Companies (IPG) are merging into an entity that – in my perfect dreamworld – would
"Sell for Less": A Tale of Two Families
Only some see through the disguises of opportunity. The disguise might appear as a problem, even a misfortune. But within
Buffett Has Lost It -- Kraft Heinz
I don’t think Charlie and I…certainly at Berkshire…I don’t think we’ve ever had a permanent
