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

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

Lockheed Martin Deep Dive

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

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

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