[APG] APi Group

I was going to combine APG and APH into a single write-up but now I’m [...]

SAMPLE POSTS [SCHW] Charles Schwab

Original post: some thoughts on Charles Schwab, published Mar. 12, 2023: In The Media Very [...]

SAMPLE POSTS [SCHW] Charles Schwab

I have a post on APi Group and Amphenol coming toward the end of the [...]

[APO] Apollo

Most distressed investors merely live in the darkness; Apollo was born in it. Following the [...]

[FOUR] Shift4

Block (SQ) I once argued how by taking the problem of merchant payments acceptance seriously, [...]

Nothing Found

It seems we can’t find what you’re looking for. Perhaps searching can help.