NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by TIKR TIKR is the best tool I’ve ever used to discover, analyze & research stocks. Their dataset is institutional-grade and the user interface is […]
Jay Vasantharajah
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by Atlasview Insights A weekly newsletter for business owners & deal makers. Get the inside scoop from a small business acquirer & operator. We share […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by Atlasview’s Blog Weekly content for business owners & deal makers. Get the inside scoop from a small business acquirer & operator. We share everything […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by TIKR TIKR is the best tool I’ve ever used to discover, analyze & research stocks. Their dataset is institutional-grade and the user interface is […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by TIKR TIKR is the best tool I’ve ever used to discover, analyze & research stocks. Their dataset is institutional-grade and the user interface is […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by TIKR TIKR is the best tool I’ve ever used to discover and analyze stocks. Their dataset is institutional-grade and the user interference is easy […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by Atlasview Equity We want to buy businesses worth $10 million or more before December 31, 2022. If you’re considering selling your business, find out why […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Sponsored by Atlasview Equity Atlasview is an investment firm built for founders. If you’re considering selling your business, find out why Atlasview is the ideal capital […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this 2018 article titled “How A Mysterious Tech Billionaire Created Two Fortunes—And A Global Software Sweatshop” If you’re not a software investor, you’ve probably […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this snippet from a sell-side report showcasing Constellation Software’s nonexistent equity dilution: It’s funny that the RBC analysts decided to include this […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this list of 25 books on distressed M&A and LBOs from Jeff Sands (highly recommend giving him a follow): All businesses go through periods […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this anecdote where Stanley Druckenmiller recalls his GBP short pitch to George Soros: For those unfamiliar, Soros/Druck famously shorted the British Pound […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is the story of how Harry Macklowe (in his 70s at the time) bought 7 buildings for $7bn using a 0.7% down payment […]
I’m excited to announce that we have finally launched Atlasview’s blog! We have a ton of content lined up for small business owners, deal makers, and investors. Lots of valuable topics including: Buying businesses Optimizing cash flow for your business Preparing your business for an exit Inner workings of an […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this chart displaying 2 scenarios of 20-yr investment performance: It’s the old “luck vs skill” debate. Uncomfortable truth, but luck plays a […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this list of 5 principles on running an investment firm by Chase Coleman (founder of Tiger Global): I don’t have too much […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is a book excerpt describing a board meeting with Carl Icahn. Classic Icahn is famous for being tough on CEOs and holding board […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this table which outlines 3 different scenarios where $1m is invested, and a 19% IRR (internal rate of return) is generated. Despite […]
NOTE: this was a past issue of my weekly newsletter, Timeless Gems. Join my free mailing list so you don’t miss out on future issues. Today’s gem is this diagram which outlines the capital allocation strategy for RCI Hospitality (strip club operator). RCI Hospitality is a publicly traded (NASDAQ:RICK) operator […]
I love a good small business turned mega success story. Copart is just that. Willis Johnson started the business in the 80s by buying his first junkyard for $75,000. The company grew by pursuing a lucrative rollup strategy that scaled to the $30bn behemoth that it is today. Let’s take […]