Latest Posts
Takeaways from “Sea Change”
Howard Marks, a billionaire and founder of Oaktree Capital Management, is known to be a critical thinker and he shares his views openly in his memos. He published his memo[…]
Read moreCarvana – Why Balance Sheet Is So Important
Yesterday, shares of Carvana crashed by 43%. This comes after its largest creditors Apollo Global and Pacific Investment Management signed a pact to do proper credit negotiations instead of fighting[…]
Read moreSalesforce – Stability of Management Teams
Salesforce is known to start this entire concept of software-as-a-service. In short, SaaS. Its founder is Marc Benioff, a charismatic and influential leader. But what’s his track record of retaining[…]
Read more