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Athene acquisition creates a differentiated and misunderstood business model
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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…
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Benefiting from the continued shift from active to passive management, the growth of ESG/Climate, and private assets.
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My thoughts on recent challenges facing PGR and commercial lines growth opportunities.
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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…
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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…
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Skeptical of integrated healthcare strategy, but CVS still looks extremely attractive
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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…
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This is my first time providing quarterly portfolio commentary. The purpose of this update is to provide commentary on portfolio changes, highlight…
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Since I last wrote up UNH, the stock has slightly outperformed the S&P 500 Index generating a total return of 35% compared to 30% for the S&P 500. The…
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JPMorgan is the largest global bank with a market cap of $490bn, total assets of $3.4tn, and generates annual revenue of over $120bn. JPMorgan benefits…
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PYPL is a leading payments company, operating a two-sided network with 377 million accounts, comprised of 348 million consumer accounts and 29 million…
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