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Blocks, Bps, and Bermuda: Carlyle and Fortitude
This is part one in a four part series I will be publishing over the next several weeks about the insurance activities of the publicly traded…
Nov 8
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Uncovering Value
1
October 2025
Decoding the Alts' Insurance Playbook
Why this corner of the market matters now, what I’ll publish, and how you can help steer it.
Oct 5
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Uncovering Value
2
2
September 2025
My Next Chapter: A New Focus on Publicly Traded Alts
An experiment in building a "pathless path," starting with a five-week deep dive.
Sep 7
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Uncovering Value
4
3
August 2025
Regis Corporation: A Hairy Turnaround Story
Executive Summary: Is The Coast Finally Clear?
Aug 5
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Uncovering Value
2
July 2025
Matt Yao: Embracing Uncertainty in Work and Life
I recently recorded my first podcast, featuring Matt Yao as my guest.
Jul 24
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Uncovering Value
1
2
What Matters at Meta (2025) — a Diligence Blueprint
TLDR Meta’s super-profitable ads engine now funds a portfolio of AI bets.
Jul 7
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Uncovering Value
3
1
June 2025
Journal Entries: June 2025
Stream-of-consciousness writing about what's going on in my life
Jun 30
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Uncovering Value
2
1
1
13F Deep Dive (1Q25): A Quarterly Review of High-Signal Manager Trades
Introduction
Jun 23
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Uncovering Value
2
2
Writeup #2: Expedia 1Q25 Thesis Update: Navigating Headwinds, Doubling Down on B2B & AI
Steady Progress in B2B Initiatives Keeps the Thesis on Track Despite B2C Softness
Jun 16
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Uncovering Value
THRY: Melting Ice Cubes, SaaS Dreams, and the Long Road to Reinvention
Why Thryv’s Business Model Shift Is Promising on Paper, but Hard to Underwrite in Practice
Jun 9
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Uncovering Value
3
4
1
May 2025
Journal Entries: May 2025
Pivoting to an investment newsletter, deep dive on $THRY, exploring franchising, and the e-commerce pause
May 28
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Uncovering Value
1
April 2025
Putting Deep Work Into Practice
What I learned from using DoneDaily to support time-blocking and daily structure.
Apr 30
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Uncovering Value
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