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The last few months have been a lot. I don’t really know else to describe it. I was gearing up to write a long mid year update and then work got really busy. It took down most of a vacation; I pride myself on never
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One of my former portfolio companies was back in the news this week, albeit for less than stellar reasons. After three years of ownership and a lot of drama, Masimo exited the consumer audio business it bought in 2022, Sound United. Masimo is a medtech
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I was having a conversation recently and was asked what I thought a good return on invested capital (ROIC) was, in a private equity context (no, this isn’t quite what I talk about with the boys on the weekend). I paused, pondered, and didn’t have
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The folks at Vail Resorts were in the news over the holidays for all the wrong reasons – ski patroller strikes in Park City meant that the only extreme experience most skiers got were the lift lines. I’m not here to opine on labor dynamics,
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I’m going to go back to the “personal balanced scorecard” again in 2025, but before I do that, I’m reflecting a bit on the kind of year I want to have as kind of a guiding principle for specific goals that are more measurable and
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For normal people, the week between Christmas and New Years is one where they see family, vacation somewhere warm, or chase their kids around. Me? Apparently, I dive back into franchising rabbit holes. December has been a month for orange (and not, not because I’m
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I haven’t done a good job writing lately (maybe that should’ve been a goal), but with the end of the year, comes a time to reflect. For better or worse, I set some goals at the end of the year. Like with any goal-setting, there
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As someone who has worked in investing for a decade and met hundreds of management teams (from Series B to large-cap PE and across most industries), I’m continuously shocked at how few CFOs have investing experience, and even fewer CFOs of investor-backed businesses build teams
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Picture it – it’s a holiday travel weekend. You’ve braved the stress of getting to the airport on time, the TSA lines, and being in a tight space with 150 strangers for a few hours. Relieved you’re a big step closer to your final destination,
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We’re one quarter into the year. With that in mind, I am taking stock of my progress against the goals I set out at the beginning of the year: Professional: Assess long-term interest in healthcare: I continue to think I am more “situation-oriented” than specific
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Danny McBee 