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.
Aug 31, 2023
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A Bittersweet Ending
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TC Energy Update
Great assets at a fair price
Aug 11, 2023
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TC Energy Update
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July 2023
Philip Morris International (PM)
Transitioning to a smoke-free future
Jul 31, 2023
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Philip Morris International (PM)
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CSU Back At It
A review of the Optimal Blue acquisition
Jul 19, 2023
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CSU Back At It
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June 2023
Canada Goose (GOOS)
Where performance meets luxury
Jun 29, 2023
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Canada Goose (GOOS)
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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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Going Paid
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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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DaVita (DVA)
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April 2023
Berry Global (BERY)
The largest plastic packaging business in the world
Apr 26, 2023
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Berry Global (BERY)
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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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Dream Finders Homes (DFH)
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NVR, Inc. (NVR)
The asset-light king
Mar 10, 2023
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NVR, Inc. (NVR)
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Homebuilding Industry
Part 1 in a multi-part series on the homebuilders
Mar 1, 2023
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Homebuilding Industry
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January 2023
Constellation Software Update (CSU)
Revisiting the initial thesis
Jan 20, 2023
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Constellation Software Update (CSU)
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