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The Yale Endowment Model
LockSimple

Aug 9, 2024

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8 min read

The Yale Endowment Model

Exploring the world of college endowments – why they exist, why they hold so much wealth, and their effect on society as a whole - with a special focus on Yale's $40bn fund

Industrials

+1

AutoZone Deep Dive
LockSimple

Aug 2, 2024

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7 min read

AutoZone Deep Dive

Diving deep into the US' largest aftermarket automotive parts company, which has seen wild success in terms of stock performance and network expansion

Consumer & Retail

+3

The Untold Story of ESL Investments and the Great Decline of Sears
LockSimple

Jul 26, 2024

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6 min read

The Untold Story of ESL Investments and the Great Decline of Sears

The 35-year story that involves two major bankruptcies and countless corporate transactions, including "The Next Warren Buffett" and the kidnapping of an executive

Industrials

+1

Lockheed Martin Deep Dive
LockSimple

Jul 19, 2024

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14 min read

Lockheed Martin Deep Dive

Diving deep into the world's largest defense contractor and a dominating force on the international stage

Technical Lesson

Special Purpose Entities
LockSimple

Jul 12, 2024

•

5 min read

Special Purpose Entities

A simple walkthrough of SPEs to help you better understand non-debtor entities and corporate structures more generally

PP: Snowflake Deep Dive
LockSimple

Jul 5, 2024

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48 min read

PP: Snowflake Deep Dive

Energy / Power

+1

A Simple Overview of The Energy Industry
LockSimple

Jun 28, 2024

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5 min read

A Simple Overview of The Energy Industry

Walking through one of the most underrated industries that impacts us all; a must-know for all investors

Tech, Media & Telecom

+1

Intel Deep Dive
LockSimple

Jun 21, 2024

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6 min read

Intel Deep Dive

From being accused of being a monopoly to its precarious state today - see if you are compelled to "pray and fast for employees" after this post

Technical Lesson

+1

What is Synthetic PIK?
LockSimple

Jun 14, 2024

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14 min read

What is Synthetic PIK?

The evolution of the private credit industry, the creation of the synthetic PIK, and the implications of this “creative” financing structure

Other

The Holy Grail - Permanent Capital Vehicles
LockSimple

Jun 7, 2024

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6 min read

The Holy Grail - Permanent Capital Vehicles

Diving into the evolving relationship between the limited and general partners and the shift toward permanent capital vehicles

Tech, Media & Telecom

+2

Intelsat - an Interstellar Chapter 11
LockSimple

May 31, 2024

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3 min read

Intelsat - an Interstellar Chapter 11

Covering the downfall, failed merger, and restructuring of this major satellite operator

Tech, Media & Telecom

+1

Duolingo Deep Dive
LockSimple

May 24, 2024

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4 min read

Duolingo Deep Dive

Duolingo has captured the attention of language learners and business enthusiasts worldwide, consistently ranking as the top education app and impressing with strategic financial and growth-oriented decisions

Other

Terry Smith, England's Warren Buffet
LockSimple

May 17, 2024

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6 min read

Terry Smith, England's Warren Buffet

Exploring Terry Smith's investing legacy, including his $45bn equity fund and personal publications

Other

Sale Leasebacks
LockSimple

May 10, 2024

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4 min read

Sale Leasebacks

A sale-leaseback is an arrangement in which a company sells an asset, which it then leases back from the purchaser

Consumer & Retail

+2

The Party That Never Fizzled Out: The Double Restructuring of Party City Holdco
LockSimple

May 3, 2024

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6 min read

The Party That Never Fizzled Out: The Double Restructuring of Party City Holdco

Is this a case of good company with a bad capital structure?

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