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
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[scuttleslops] AAPL, SHOP, Databricks, Lonza
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Continue reading →[CSGP] CoStar Group
[CoStar] Homes are different
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[scuttleslops] Chatbot advertising, AMZN, ROP, China EV’s and Humanoid Robots, APH
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[scuttleslops] Amazon grocery, John Deere and AI, picks and pans in P&C Insurance, Copart earnings and the ACV acquisition
Upcoming posts (in no particular order): CoStar, Gartner, Tractor Supply, Intuitive Surgical, Fortive, and Veralto [...]
Continue reading →[TDG] TransDigm
TransDigm is still in it for the money
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