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Target is at Trough Margins, and ROIC Looks Poised to Inflect
Enlightened Capital
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NewTopCommunity
Athene acquisition creates a differentiated and misunderstood business model
Enlightened Capital
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Last week I was on Andrew Walker’s excellent podcast with twitter friend Sleepwell Capital to discuss the bull case for Ally Financial (ALLY). You can…
Enlightened Capital
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Benefiting from the continued shift from active to passive management, the growth of ESG/Climate, and private assets.
Enlightened Capital
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My thoughts on recent challenges facing PGR and commercial lines growth opportunities.
Enlightened Capital
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First Republic represents a fascinating and unique case study as a rare compounder in the U.S. banking sector. FRC was founded in 1985 by Jim Herbert to…
Enlightened Capital
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AON announced its acquisition of WLTW in early 2020, and the merger was set to close in 2H21, before the DOJ stepped in to block the deal. Shortly…
Enlightened Capital
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Skeptical of integrated healthcare strategy, but CVS still looks extremely attractive
Enlightened Capital
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