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 […]
Investing
34 posts
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 […]
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 […]
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 […]
This record bull market ushered in an unprecedented period of growth for many businesses. Ultra-low interest rates have given way to the “growth at all cost” mentality. But the tides are changing; the market is turning and interest rates are rising. Given this, it’s the perfect time to discuss the […]
I know what you’re thinking. “Not another clickbait-titled Berkshire Hathaway post“. I promise there are some practical tips and tactics for business owners, allocators, and operators in this post, so bear with me! Here’s how you can turn your small business into a mini Berkshire Hathaway. Berkshire Hathaway Background Berkshire […]
I’m excited to announce the launch of Atlasview Equity, my new investment firm. I wanted to take some time to discuss how it came about, what the strategy is and what the future holds. Let’s dive in. Background Although I’m sharing that Atlasview Equity is a “new firm“, the reality […]
Understanding the capex requirements of a business is essential to investors since it helps to determine whether an asset offers an attractive rate of return. Capex is commonly misunderstood when it comes to software businesses, so I’ve decided to break it down and also share what I look for when […]
A few years ago I read Ed Thorp’s book and became fascinated with card counting in blackjack. Unfortunately, I was 20 years too late, as I quickly learned most casinos have protocols in place to stop “advantage players”. But the experience taught me some interesting lessons, one in particular, regarding […]
It might seem unusual for me to write about a stock that recently hit an all-time high. But despite the meteoric rise in stock price, Mainstreet Equity still flies under the radar and I feel it needs a bit more spotlight. Here’s why I believe Mainstreet Equity is an underrated […]
I don’t like discussing macroeconomics, but it seems like we can’t escape the topic of inflation these days. I think it’s safe to say that all investors right now, no matter the asset class or strategy, are concerned about inflation and what it might do to their portfolios. In this […]
There is a wide range of metrics, formulas, and calculations that can be used to measure the quality of a software or SaaS business. While many of these metrics are important overall, I believe that the most important metric is net dollar retention. Let’s take a look at why net […]
A little over a year ago (16 months to be precise), I published a blog post titled “Opportunities in Canadian REITs“, where I discussed a special situation investment opportunity. The volatility of publicly-traded REITs at the time (early COVID with no vaccination in sight) created the perfect opportunity for those […]
Around the world, governments have printed record amounts of money in the past months as a response to the global COVID-19 crisis. As a result, the macroeconomic issue that stands out the most in every investor’s mind: inflation. There are many ways to hedge against inflation; the most common one […]
When making investment decisions, it’s common to not rely on raw accounting or GAAP numbers alone. After all, net income is closer to an opinion than a fact. Reported accounting profits are adjusted by massive publicly traded companies, all the way down to small owner-managed businesses. Adjusted EBITDA is a […]
The velocity of money in investing is a concept that focuses on the return of capital instead of the return on capital. It’s a way to achieve “infinite ROI” on your investments. I wanted to share this concept with my readers and provide some examples to help illustrate it. So […]
Many entrepreneurs overlook the importance of capital allocation despite how critical it is. Capital allocation is the process of allocating financial resources to different areas of a business to maximize returns. Entrepreneurs who understand how to strategically allocate capital are able to effectively operate a business, optimize its intrinsic value, […]
There are many investing strategies when it comes to investing in publicly traded companies. It can feel overwhelming, especially if you’re a busy entrepreneur like myself who dabbles in stock market investing on the side. Full-time stock portfolio managers have time to work closely with analysts and debate implications of […]
Do you often get the urge to make decisions based on FOMO? The past year certainly hasn’t been an easy one for people that suffer from FOMO. With markets being as volatile as they are, entrepreneurs and investors across all asset classes want to avoid missing out on the next […]
2020 was a volatile year for all asset classes, and multifamily real estate was no exception. I spent months looking at potential real estate investment opportunities but had a hard time finding anything of value. I thought I was going to finish the year empty-handed but managed to find a […]