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 […]
Tag Archives: Alternative asset management
[VRSK] Verisk Analytics
[VRSK] Verisk has standards
June 8, 2026
Upcoming posts (in no particular order): Gartner, Verisk, Visa/Mastercard, Tractor Supply, U-Haul, Apollo, Zoetis, and [...]
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[scuttleslops] SPOT, UMG, TXN, SPGI, TRU, ADSK, MTCH, CSGP, DLTR
June 1, 2026
What are scuttleslops? The very first scuttleslop! Let me know what you think. Again, the [...]
Continue reading →[IAC] IAC [MGM] MGM
IAC and MGM update: part 2
May 29, 2026
Upcoming posts (in no particular order): Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, Zoetis, and CCC [...]
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Introducing: scuttleslops
May 27, 2026
Hi everyone, I’m launching a new weekly service called scuttleslops. It will be included in [...]
Continue reading →[IAC] IAC
IAC and MGM update: part 1
May 21, 2026
Upcoming posts (in no particular order): IAC part 2, Gartner, Verisk, Visa/Mastercard, Tractor Supply, Apollo, [...]
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