The 10th Man Deep Dives

A Bittersweet Ending

I started writing The 10th Man in 2019, and somehow managed to persist for almost four years.

Aug 31, 2023 • 

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TC Energy Update

Great assets at a fair price

Aug 11, 2023 • 

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July 2023

Philip Morris International (PM)

Transitioning to a smoke-free future

Jul 31, 2023 • 

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CSU Back At It

A review of the Optimal Blue acquisition

Jul 19, 2023 • 

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June 2023

Canada Goose (GOOS)

Where performance meets luxury

Jun 29, 2023 • 

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Going Paid

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, 2023 • 

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May 2023

DaVita (DVA)

One of the largest dialysis providers in the United States

May 24, 2023 • 

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April 2023

Berry Global (BERY)

The largest plastic packaging business in the world

Apr 26, 2023 • 

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March 2023

Dream Finders Homes (DFH)

Small builder on the block, taking a page out of the OG's asset-light playbook

Mar 29, 2023 • 

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NVR, Inc. (NVR)

The asset-light king

Mar 10, 2023 • 

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Homebuilding Industry

Part 1 in a multi-part series on the homebuilders

Mar 1, 2023 • 

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January 2023

Constellation Software Update (CSU)

Revisiting the initial thesis

Jan 20, 2023 • 

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