As I write this, I’m watching the Ally 400, the first race in the 2nd half of the NASCAR season. Once again, combining a couple interests, this week it was announced that Joe Gibbs Racing, one of NASCAR’s premier teams owned by the famed former … Continue reading Deal of the Week: Gibbs Takes Two (Investors, not Tires)

Cava’s IPO combines two things I truly love: financial analysis and chicken with greens and grains. Over a decade ago, when I was a lowly entry-level consultant, I was blessed with an early location of Cava and Sweetgreen within a short walk from my office. … Continue reading Initial Pita Offering: Cava’s IPO

ESG (Environmental, Social, and Governance) is a hot-button issue in private equity. GPs, particularly larger GPs, have been tripping over each other to implement processes that incorporate ESG into their investment practices.  Like many other things in business, I could summarize my view on ESG … Continue reading The “G” in ESG

Over the last few years, I’ve gotten (back) into NASCAR. What started as a COVID hobby when there were few other live sporting events on television has turned into true-blue fandom. I have teams I like and dislike, I’ve been to a couple races, I … Continue reading If you follow the leader, you’ll follow the leader.