Each year, I pick the top 3 books I read, write a small reflection on each, and share them with my mailing list. I will leave links to prior years’ top 3 at the bottom of this post. My top 3 book picks of 2025 (in no particular order) are […]
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This concept took me far too long to internalize, but I wanted to share some thoughts on hiring in this post. The insight below is a combination of my own experiences and a book I read a while back called Topgrading. I highly recommend it, and I wish someone had recommended […]
That’s my default answer whenever someone asks whether I’m bullish or bearish as an investor. Here is what I mean by this… Long-term optimistic Compound returns are made over the long run, so you need to be long-term optimistic if you want to make a lot of money – it’s […]
Why Debt Can Be A Source of Alpha Whenever private equity returns are compared alongside public equities returns, many investors chalk up any PE outperformance as “levered beta” or infer that, because of the use of debt, the returns don’t count. That narrative treats debt as if it’s a simple […]
I met an impressive individual recently. He was your archetypal, super-successful finance guy. Went to Harvard, worked at Goldman, etc. Stacked resume. The topic of credentials came up, and how much they’ve helped his career, which obviously wasn’t surprising. Credentials are rocket fuel Going to a top-tier school or working […]
In the most recent Berkshire Hathaway shareholder meeting, there was a gem that Warren Buffett dropped: “I spend more time looking at balance sheets than I do income statements. Wall Street doesn’t pay much attention to balance sheets, but I like to look at balance sheets over an 8- or […]
I often think about this (paraphrased) quote from Sam Zell: “Every day you choose to hold an asset, you’re also choosing to buy it. Would you buy the assets you own at current prices? If the answer is no, then you should sell.” The more experience I gain as an […]
Each year I pick the top 3 books I read and share them with my mailing list. I will leave links to prior years’ top 3 at the bottom of this post. My top 3 book picks of 2024 (in no particular order) are as follows… Pick #1 – Private Equity […]
I read Peter Thiel’s Zero to One years ago but was too young and inexperienced to appreciate some of the key concepts articulated in the book. So I recently re-read parts of the book and wanted to share some important insights, particularly about monopolies. The book’s intended audience is startups, […]
A little while ago, I shared a gem on the Detriot International Bridge Company with some discussion on Twitter. People asked for modern examples of this type of business, and some even concluded that these kinds of opportunities no longer exist. These businesses (and therefore investment opportunities) do in fact […]
One of my favourite investing books is Joel Greenblatt’s You Can Be a Stock Market Genius. Despite the cheesy title, the book has many great insights applicable to all types of investing. One key concept from the book is “forced sellers“. Greenblatt articulates how large institutional funds occasionally become forced sellers […]
Interested in Leading a PE-Backed Company? We are building a bench of talented individuals to lead our portfolio companies and create significant value in the businesses we acquire. Specifically, we are seeking exceptional candidates for CEO positions in PE-backed companies. Looking For A Lucrative Career Change? This is an excellent […]