Consumer
Primer: The Luxury Flywheel: Part 2
A deep dive on luxury's emergence from serving Europe's ultra wealthy to Japan's boom and bust. This article sets the stage to better understand China as luxury's key market and growth driver.
Gorilla Game
Independent Investor
Consumer
Primer: The Luxury Flywheel: Part 1
In this post, I describe the luxury flywheel and the 5Ps of luxury.
Serial Acquirer
Deep Dive: HEICO (HEI / HEI.A)
HEICO is a serial acquirer of nice aerospace and electronic components businesses run by exceptional owner/operators.
Serial Acquirer
Update: Judges Scientific (JDG)
Mark Lavelle (COO) is retiring in September 2026
Serial Acquirer
Deep Dive: Reply SpA (REY, REY.MI)
Italian IT-services serial acquirer with unique organizational model and culture
People Businesses
Primer: I.T. Services Industry
Deep dive on the IT Services Industry
Serial Acquirer
Deep Dive: Diploma plc (DPLM)
Serial acquirer of niche distribution businesses
People Businesses
People Businesses
How can "people" or "culture" be a moat?
Serial Acquirer
Deep Dive: Judges Scientific plc (JDG)
Serial acquirer of niche scientific instruments businesses
What is The Gorilla Game?
I'm a former buyside analyst. I've spent over 10 years as both a generalist and sector specialist looking at companies in all sectors in all market cap ranges all over the world.