U of A Ag. Major, HBS MBA. Portfolio Manager. Cogitatio libera, ingenium creativum, inquisitio perpetua

Naples, FL
Joined January 2012
Enjoyed talking WaterBridge with Andrew. $wbi
Podcast #350 is up! @SWFLWildcats returns to chat $WBI's path to value creation post-IPO. yetanothervalueblog.com/p/ch…
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The Order of Malta mourns the passing of Chadi Ammar, a young staff member of the Order of Malta in Lebanon killed in an airstrike. The Grand Master expresses his deepest condolences: "He was part of our family". orderofmalta.int/news/lebano…
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In honor of rivalry week….
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I dropped a pretty solid pod today. Frfr.
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Friends, below is a link to my Q3 25 Fund Letter for $aveax. Some holdings discussed are: $wbi, $lb, $tpl, $ses.to, $tic, and $bam. avemariafunds.com/content/fu…
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the @_inpractise expert interview/research service/research library seems to be inflecting in volume and relevance with continued high quality. A bunch of MIT's investment managers use them to do calls and learn about interesting companies - and interestingly that includes both established managers with 10-20 years of track record and $1 billion+ of AUM as well as new emerging managers launched in the last few years with single or double digit million AUM. Inpractise like working with emerging managers and have call and library packages that can fit emerging manager budgets, but they can also be a core research tool for a large fund as well. The quality of the network seems to be as high quality as the product - which makes sense as quality seeks out quality. On a personal level I have benefited a lot from the library for learning about companies, have done some calls myself, and have enjoyed getting to know the inPractise team and some of the managers they work with.
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Nice to listen to my friend James discussing WaterBridge.
Today, we break down the recent IPO, Waterbridge $WBI James Davolos, PM at Horizon Kinetics, joined @ReustleMatt, they hit on: - HK's history in $TPL leading to $WBI - Permian water disposal - How this business model works Enjoy
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Proud of my daughter for earning her Girl Scout Bronze Award by educating the Naples community about wolves, and building a garden at the Shy Wolf Sanctuary. She also produced the below video on the process. youtu.be/cMDygOvDHgA?feature…
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Had a great time talking about $che with Zack at Business Breakdowns.
How does hospice care fit with plumbing giant, Roto-Rooter? Today we break down Chemed $CHE @swflwildcat joined @zbfuss to cover the marriage between "old houses and old people", nuances of each business, and why this combination maximizes shareholder value. Enjoy!
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The latest episode of @Pfdshares is a discussion with our friend @SWFLWildcats about Texas Pacific Land Corporation $TPL. Fascinating history and story that Chadd tells very well. preferredsharespodcast.com/p…
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Happy to have been on the Business Breakdown podcast discussing $apg with @zbfuss and @Adam_Wyden.
Today, we break down APi Group, a global leader in fire protection, security, and building services. Born as a small plumbing company in the 1960s, APi has transformed into a $10B market cap business that ensures the safety of buildings where we live and work. Join @zbfuss as he discusses this essential services provider with investors @Adam_Wyden and @SWFLWildcats. Learn how renowned investor Sir Martin Franklin, known for creating Jarden and Restaurant Brands International, took APi public via SPAC in 2019, bringing his proven playbook to the building services industry.
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In this clip from podcast #277, @SWFLWildcats discusses what he thinks the market is missing about $SES.TO
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Friends: My fourth quarter '23 letter for the Ave Maria Focused Fund ($AVEAX) was just released. Enjoy. avemariafunds.com/pdfs/fund-…
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