My Three Pillars of a Quality Business
A 3-part quality check: a fortress balance sheet, real free cash flow, and a durable, self-reinforcing model in a growing market.
How Will Mega-IPOs Change the Face of the US Stock Market?
Mega-IPOs like SpaceX and other unicorns may look market-shaping, but their initial impact on broad-market indexes is likely small because only a small slice of shares will trade publicly at IPO.
Show me the CARFAX
Mobility Global (S&P Global’s mobility spin-off) is likely mispriced due to forced selling by index/passive holders and a “quality snob” shareholder base.
Costar Group: A Fallen Compounder Down 70% From Highs
Why is a company with a near monopoly on commercial real estate data and real pricing power down 70%?