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Blue Owl: The Next Blackstone?
March 2, 2025 | This week, I’m diving into one of the few SPACs from the 2020-era Lollapalooza in financial markets that has actually worked out: a fast-growing alternative asset manager humbly named Blue Owl that, perhaps, has its eyes set on being the next Blackstone?
VeriSign: The Internet’s Toll Road
February 23, 2025 | No, I don’t have a literal toll-road company to tell you about today; I actually have something much more powerful: a business that operates like the toll road I describe above, yet for the entire internet 👀
AutoZone: Under The Hood
February 16, 2025 | Few companies have been as prolific cannibals of their own stock as AutoZone, a franchise that has, in two decades, spent tens of billions of dollars consuming 90% of its outstanding shares.
