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Comfort Systems: Blue-Collar Compounder
April 27, 2025 | What is a “serial acquirer,” you ask? Good question. This term has come to describe decentralized holding companies, where there’s a parent company at the top that oversees a number of subsidiary businesses.
Uber: Cash Burner to Compounder?
April 20, 2025 | I was actually one such investor who, when researching Alphabet previously, suggested Waymo could and should eventually cut Uber out instead of partnering with them. After having studied Uber, I now see it differently. Let’s discuss.
Nike: Just Buy It?
April 13, 2025 | Nike is one of those rare businesses that doesn't just sell products — it shapes culture, identity, and aspiration. But despite that iconic status, the company is facing one of the most challenging stretches in its modern history.
