I looked at some Alternative Asset Managers (BX, KKR, CG, FIG, and OAK) a year ago as the group traded at depressed multiples and invested in OAK because I get Howard Marks’ investment philosophy (which seems to strongly imbue the organization despite Marks’ largely figure head status today) and frankly, I found the other names too […]
Category Archives: [OAK] Oaktree
[BAH] Booz Allen
Booz Allen and the business of defense – part 1
MBI and I recorded an episode of Never Sell recently (Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, [...]
Continue reading →[TREX] Trex
[scuttlebits] Trex is getting cheap
TREX is down nearly 60% since I first profiled the company last August. You’d think [...]
Continue reading →[FOUR] Shift4
[scuttlebit] yet another Shift4 take
MBI and I recorded an episode of Never Sell recently (The Big Tech Capex Debate, Amazon Retail, Align’s [...]
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Continue reading →scuttlebits [FI] Fiserv
[scuttlebit] Fiserv’s October Massacre
What are scuttlebits? On the heels of my Global Payments post, another boomer payments stock [...]
Continue reading →[AZEK] Azek [JHX] James Hardie
[JHX] Will James Hardie’s big acquisition pay off?
In last summer’s building materials series, I explained how branded manufacturers, like James Hardie in [...]
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