The 10th Man Deep Dives | Substack

A Bittersweet Ending

I started writing The 10th Man in 2019, and somehow managed to persist for almost four years. As a direct result of putting myself out there I’ve met…

Aug 31 •

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TC Energy Update

Great assets at a fair price

Aug 11 •

Philip Morris International (PM)

Transitioning to a smoke-free future

Jul 31 •

A review of the Optimal Blue acquisition

Jul 19 •

Canada Goose (GOOS)

Where performance meets luxury

Jun 29 •

I started publishing my work in late-2019 and have continued to do so for nearly four years without succumbing to the temptation of putting up a…

Jun 28 •

One of the largest dialysis providers in the United States

May 24 •

Berry Global (BERY)

The largest plastic packaging business in the world

Apr 26 •

The 10th Man Deep Dives

The 10th Man Deep Dives

I write a monthly deep dive on public companies that interest me, and cover all the bases: company history, an analysis of the competitive environment, what makes the business special, valuation work, and full Excel models.

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The 10th Man Deep Dives

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