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ContextLogic
From failed e-commerce platform to capital allocation vehicle
Jan 13
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QXO
Is QXO Brad Jacobs next multi bagger roll-up?
Dec 11, 2025
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28
2
CSW Industrials
A industrial compounder with temporary headwinds.
Nov 25, 2025
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35
5
7
Asseco Poland thesis playing out
Asseco Update
Oct 21, 2025
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31
2
6
Why I bought FTAI Aviation
Why I took a position
Oct 15, 2025
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31
6
7
Crane Co.
An highly engineered components manufacturer
Aug 26, 2025
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24
1
Acuren Q2 Earnings review
Q2 Financial Highlights
Aug 19, 2025
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16
4
3
Lindbergh $LDB.MI
A unique logistics business with an HVAC roll up on the side.
Aug 5, 2025
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31
4
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