Iceman Capital
Deep Dives + Models
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 13 | Founded | 3 years ago | Last Issue | 6 months ago |
| Active | |||||
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icemancapital.comLatest Issues
Sir Chris Hohn Transcript from Money Maze Podcast (November 2025)
Please find below a slightly edited transcript of a recent discussion between Chris Hohn from TCI Fund Management and Simon Brewer from the Money Maze Podcast. This interview was posted on youtube on November 13th 2025. I have made minor ed...
Shift4 Q3 2025 Results
Shift4 Payments Q3 2025 results were largely in line with expectations. Total Net Revenues were up 61% YoY (including Global Blue), and Gross Profits (non-GAAP) increased 62% YoY. End-to-End volumes grew 26% YoY to $55b, slightly higher tha...
Middleby Corporation (NASDAQ:MIDD)
Introduction
Early in my investment career, I read an article about Middleby Corporation, under Selim Bassoul’s leadership, which generated a 39.7% CAGR for shareholders over 15 years (2001-2016). A popular podcast with Brian Bares also...
Shift4’s Acquisition of Global Blue (GB)
Shift4 (FOUR) announced the acquisition of Global Blue (NYSE:GB) in February 2025. I’m probably late with my review for many readers, but given the deal’s size/significance at +20% of the market capitalization, there’s probably still some i...
Sir Chris Hohn Transcript from "In Good Company"
Please find below a slightly edited transcript of a recent discussion between Chris Hohn from TCI Fund Management and Nicolai Tangen from Norges Bank Investment Management. This interview was posted on youtube on May 13th 2025. I have made...
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