Primer: The Luxury Flywheel: Part 1
In this post, I describe the luxury flywheel and the 5Ps of luxury.
Read more
Deep Dive: CCC Intelligent Solutions (CCC)
CCC is the de facto platform powering claims management, estimation and valuation for the auto insurance and repair ecosystem.
What is my strike zone?
What is my strike zone?
How to be a billionaire as a "normy"
You don't need to bet on tech, oil and gas, and biotech, to have a 100 bagger.
Deep Dive: HEICO (HEI / HEI.A)
HEICO is a serial acquirer of nice aerospace and electronic components businesses run by exceptional owner/operators.