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 […]
Jay Vasantharajah
160 posts
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 […]
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 quote from Phil Fisher’s book, Common Stocks and Uncommon Profits, on scuttlebutt research. I read this book over a decade ago […]
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 showing the cumulative returns that SoftBank’s ~$130bn Vision Funds have generated (112bn JPY = $840m). $840m is roughly 0.6% cumulative […]
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 showing the level of return and length of time required to achieve a 100 bagger ($10,000 –> $1,000,000). This chart […]
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 gems are these podcast interview excerpts with Nick Howley, CEO of TransDigm (a niche aircraft component manufacturer). I know what you’re thinking…. another Transdigm […]
I’ve been fascinated with TransDigm for a little while now. I recently listened to a podcast episode with the CEO, Nick Howley, which I thoroughly enjoyed. In fact, it might be one of the best podcast episodes I’ve listened to in a long time. A few key themes really stood […]
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 which ranks 5 types of moats by their performance (based on a study of 1500+ businesses). Which of these moats […]
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 article snippet on how Canadian billionaire Jim Pattison has had the same Administrative Assistant for 60+ years. Long-term business relationships like […]
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 illustrating key figures for See’s Candies in the 12 years following the company being acquired by Berkshire Hathaway. Warren Buffett […]
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 excerpt from the book Junk To Gold where the founder of Copart (Willis Johnson) is explaining his auto salvage & auction […]
As an investor, there’s one key thing that I look for when deciding whether to invest in a business – pricing power. Let me break down why I’m obsessed with it and how to assess if a business has it. What is Pricing Power The textbook definition of pricing power […]
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 Globe article on medical practice roll-ups happening in Canada right now. It’s a great summary of the various players involved, and what they’ve […]
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 image that depicts a distributor’s value add. My eCommerce business works with several different distributors. When I first came across distributors, […]
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 detailing how capital was allocated for Berkshire Hathaway from 1964 to 1969 (from the book Capital Allocation by Jacob McDonough). […]