A couple of buzzy consumer brands were in the news this week, and I’m going to one of their hometowns this week on a business trip, so I decided to dive in to see what might be generalizable about investing in fast-growing (bird-related) consumer brands. First, the good news: La Colombe (fun fact – French…

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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 coach of the Washington NFL team, sold a minority stake…

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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. Who knew DC in the early 2010s would be a…

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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 as “common-sense”, with the caveat that common sense isn’t that…

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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 even have opinions about drivers not yet in the Cup…

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