PP: Snowflake Deep Dive

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

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

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

The Holy Grail - Permanent Capital Vehicles

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

Intelsat - an Interstellar Chapter 11

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

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

Terry Smith, England's Warren Buffet

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

Sale Leasebacks

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

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?

Dino Polska Deep Dive

Engaging investing lessons from this exciting European retailer and a resurgence story you do not want to miss

The Art of Investing in Banks

Good banks are not necessarily good investments and bad banks are not necessarily bad investments. - Aswath Damodaran

Forum Shopping

A technical explanation of this peculiar but must-know restructuring topic

The Implosion of Voyager Digital

I think the market looks completely different today from what it looked like in 2017. We all remember 2017.

Danaher Corporation Deep Dive

If you bought Danaher stock in 1984, you would have returned 192,208%