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#due-diligence
5 pieces tagged #due-diligence.
1 piece
Markets & Deals
Source-led analysis of companies, transactions, and market structure.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.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.
3 pieces
The Art of War
A chapter-by-chapter reading of Sun Tzu in Chinese and English, applied to investing, fundraising, and M&A decisions.The Art of War, Chapter 1: 始計 (Laying Plans)
Sun Tzu's opening chapter, read passage by passage in Chinese and English, then analysed and applied to how finance professionals invest, raise funds and run M&A.
The Art of War, Chapter 9: 行軍 (The Army on the March)
Sun Tzu's chapter on choosing ground and reading an enemy from small physical signs, read in Chinese and English, then applied to reading signals in investments, raises and acquisitions.
The Art of War, Chapter 13: 用間 (The Use of Spies)
Sun Tzu's closing chapter on why knowing the other side costs far less than ignorance, read in Chinese and English, then applied to lawful information gathering in investing, fundraising and acquisitions.