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Enlightened Capital's Blog
Writing about high quality companies
Launched a year ago
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Apollo Global (APO)
Athene acquisition creates a differentiated and misunderstood business model
Enlightened Capital
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Enlightened Capital Media Update
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
Dec 13, 2021
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MSCI Deep Dive
Benefiting from the continued shift from active to passive management, the growth of ESG/Climate, and private assets.
Enlightened Capital
Dec 2, 2021
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PGR Update
My thoughts on recent challenges facing PGR and commercial lines growth opportunities.
Enlightened Capital
Nov 11, 2021
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FRC: A rare bank compounder
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
Oct 28, 2021
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WLTW: A turnaround story or the continuation of prior challenges?
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
Sep 24, 2021
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WLTW: A turnaround story or the continuation of prior challenges?
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CVS Deep Dive
Skeptical of integrated healthcare strategy, but CVS still looks extremely attractive
Enlightened Capital
Aug 26, 2021
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Etsy: Building a House of Brands
Description: Etsy operates a two-sided marketplace w/ 81.9mn active buyers, 4.4mn active sellers, and 80mn active listings as of YE20. The company’s…
Enlightened Capital
Jul 20, 2021
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