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Technical LessonTechnical Lesson
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What is Synthetic PIK?
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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

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The Holy Grail - Permanent Capital Vehicles
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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 & TelecomTech, Media & Telecom
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Intelsat - an Interstellar Chapter 11
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Intelsat - an Interstellar Chapter 11

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

Tech, Media & TelecomTech, Media & Telecom
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Duolingo Deep Dive
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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

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Terry Smith, England's Warren Buffet
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Terry Smith, England's Warren Buffet

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

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Sale Leasebacks
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Sale Leasebacks

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

Consumer & RetailConsumer & Retail
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The Party That Never Fizzled Out: The Double Restructuring of Party City Holdco
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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
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Dino Polska Deep Dive

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

OtherOther
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The Art of Investing in Banks
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The Art of Investing in Banks

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

Technical LessonTechnical Lesson
Forum Shopping
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Forum Shopping

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

Deep DivesDeep Dives
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The Implosion of Voyager Digital
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The Implosion of Voyager Digital

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

HealthcareHealthcare
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Danaher Corporation Deep Dive
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Danaher Corporation Deep Dive

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

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