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Viva Mexico
What We Can Learn from Mercado Libre's Investments into Mexico
Mar 20
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Andy
2
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Viva Mexico
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January 2024
Stepping up, Not Selling Out
On Going Paid
Jan 18
•
Andy
8
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Stepping up, Not Selling Out
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Destabilizing Characteristics
Investing in Burford, January 2024
Jan 18
•
Andy
8
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Destabilizing Characteristics
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September 2023
The Management Fee Bid
Revisiting P10 Holdings
Sep 30, 2023
•
Andy
11
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The Management Fee Bid
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August 2023
Does Bill Berkley Have a Crystal Ball?
Examining W.R. Berkley's Share Repurchases
Aug 22, 2023
•
Andy
10
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Does Bill Berkley Have a Crystal Ball?
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Sunnier Days Ahead
Incorporating Bridge's 2023 Q2 Results
Aug 12, 2023
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Andy
7
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Sunnier Days Ahead
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June 2023
In the Eye of Three Storms
Forecasting Bridge's Business and Stock through 2026
Jun 22, 2023
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Andy
7
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In the Eye of Three Storms
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May 2023
Larger than Large
Diving Deeper into Constellation's Complex Acquisitions
May 11, 2023
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Andy
13
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Larger than Large
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March 2023
A Better Combined Ratio
Thoughts on Owning Constellation Software
Mar 30, 2023
•
Andy
26
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A Better Combined Ratio
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November 2022
Murphy's Law
Murphy USA's Capital Allocation Regimes
Nov 7, 2022
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Andy
7
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Murphy's Law
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October 2022
$BRDG over Troubled Water
Starting to Unpack Bridge Investment Group
Oct 20, 2022
•
Andy
4
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$BRDG over Troubled Water
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Freedom of Rate and Form
A Quick Look at Ryan Specialty, $RYAN
Oct 8, 2022
•
Andy
4
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Freedom of Rate and Form
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