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Auto Partner Pitch Presentation
This long-form video pitch contains an entire Business Breakdown of one my largest holdings, Auto Partner!
March 12, 2023
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Auto Partner
The Polish Auto Distributor with capable management, growing 20-30% at a 10x PE. Long-term core holding potential
February 21, 2023
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Floor & Decor: Boring is Best
This Business Breakdown is over Floor & Decor. It covers:
1. The Industry Dynamics
2. The Business Model
3. The Financial Breakdown
4. The Returns and Risks
Hope you enjoy!
December 23, 2022
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Pool Corp: My Earned Secret
Hi subscribers! I’ve decided to modify the format of these blog posts slightly. These posts are going to be shorter by nature. This is due to me having
September 15, 2022
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Mid Caps
Copart: The Hidden Utility with Physical Network Effects
This write up covers a unique company in an overlooked industry. Investors that I come across that know of, appreciate, or hold shares in this company are among
June 17, 2022
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Small Caps
Digital Turbine: A ROIC Framework
Hi Subscribers! This newsletter, I will be revisiting one of my favorite names, Digital Turbine. I hope that this writeup will demystify the company and provide better insight
May 5, 2022
2 Comments