Portfolio Updates
Jun 1, 2026
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11 min read
Reviewing our Portfolio companies and Broader Market Commentary
Deep-dives
May 29, 2026
A franchise royalty platform with software-like margins
May 27, 2026
Temporary macro headwinds drive a dominant compounder to a rare 20x P/E, unlocking a 45% intrinsic upside
May 23, 2026
21 min read
10 Potential Rebounds
May 19, 2026
1 min read
Capitalizing on temporary headwinds to buy a decadal compounder
7 min read
The biggest new bets and surprising exits
May 13, 2026
A 6% FCF Yield Floor in an Expensive Market
May 9, 2026
14 min read
6 stocks in a drawdown
May 8, 2026
4 min read
Adding a new company & tweaking exposure across Semis/Healthcare
