Analyzing High-Quality Long-term Businesses.
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This is not a deep dive on Boston Omaha (NYSE: BOC — $458.37mm), I linked my slightly outdated deep dive on it to familiarize those not already versed in the business. The company trades at a third of its 2021 highs, but is this justified? ...
As investors, it is often more valuable and wise to focus on being a picks and shovels supplier rather than a gold miner. Infrastructure businesses are inherently positioned to play such a role. Over the past ~2 years AI has become a domina...
## Sails Set, Flags Flying, and All…
For those who are new or are not familiar with me, I am a rising Junior at Babson College. This summer I will be working at VELA Investment Management as an Investment Analyst Intern meaning I will need to take a hiatus from this newsletter...
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Analyzing High-Quality Long-term Businesses. | Co-Author of Early Bird amzn.to/3r5w3D0
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