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#due-diligence

2 pieces tagged #due-diligence.

1 piece

Markets & Deals

Source-led analysis of companies, transactions, and market structure.
  1. KKR isn't buying Integer cheap. It's buying what public markets couldn't underwrite

    Integer Holdings makes the components inside pacemakers and catheters for Medtronic and Boston Scientific. A guidance cut and an activist campaign crushed its stock before KKR agreed to buy it for $5.7 billion.

1 piece

Learning & Building

What studying and building applied-AI systems is teaching me.
  1. Why I went back to university

    I had built useful things with AI assistance, but useful output was not the same as understanding the system underneath it.

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#due-diligence
Most recent
2026-08-06

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