[CRL] Charles River

[CRL] Charles River

A few announcements:1) I’ll be in Omaha this year, hanging out on the 2nd floor [...]

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[FOUR] Shift4

Shift4’s M&A Alchemy

It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared [...]

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[TECH] Bio-Techne

[TECH] Bio-Techne: part 2

Hi everyone, some things:1) Episode 3 of the Never Sell podcast (a monthly investment conversation [...]

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[TECH] Bio-Techne

[TECH] Bio-Techne: part 1

This is the first part of a two-part post. I wanted to better understand the [...]

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[MRVI] Maravai

[MRVI] Maravai Lifesciences

Hi everyone,My friend @LibertyRPF, who writes the eclectic newsletter, Liberty’s Highlights) recently interviewed me. Check [...]

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