The 10th Man Deep Dives

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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…
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TC Energy Update
Great assets at a fair price
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July 2023
Philip Morris International (PM)
Transitioning to a smoke-free future
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CSU Back At It
A review of the Optimal Blue acquisition
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3
June 2023
Canada Goose (GOOS)
Where performance meets luxury
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9
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…
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3
May 2023
DaVita (DVA)
One of the largest dialysis providers in the United States
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4
April 2023
Berry Global (BERY)
The largest plastic packaging business in the world
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6
March 2023
Dream Finders Homes (DFH)
Small builder on the block, taking a page out of the OG's asset-light playbook
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24
NVR, Inc. (NVR)
The asset-light king
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Homebuilding Industry
Part 1 in a multi-part series on the homebuilders
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2
January 2023
Constellation Software Update (CSU)
Revisiting the initial thesis
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1
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