Sublime

Expeditor's is an interesting one. Very little reinvestment, no acqusitions. Wild bullwhip in earnings and cash flow but still ends up with 68% cash on cash returns L10Yr Returns ~all capital to shareholders. FDSO (35%), EPS +260% '10 - '24 Trades for 20.8x P / NTM E ___LINEBRE... See more

Olive経済圏の全てをそこに置いてきた https://t.co/HKmbRuYqDs

Apollo Global, one of the largest alternative asset managers, just had their Investor Day Here are some of the slides that caught my eye 🧵 1/ Apollo and Private Equity Revenue Growth over 15 years https://t.co/BC1SOMYAEd

I wrote it before, I'll write it again: the epic of Oscar Health may rival that of Homer’s The Odyssey. Granted Odysseus's journey took 20 years, and Oscar's clocking in at year 11. Welcome to the second installment of the Oscar Health Epic (Part 2 of 3) THE FALL... See more