The MercadoLibre Paradox
![]()
Over the past five years, MercadoLibre has grown both revenue and profit dramatically — yet its stock price has gone nowhere. Could this be an opportunity?
.png)
The MercadoLibre Paradox
What Investing Can Teach Us About March Madness
![]()
We've officially entered my absolute favorite time of the sports calendar year. As millions of others around the country have done this past week, I sat down to fill out my bracket for the annual Van...
.png)
Are Treasuries Still Safe?
![]()
Since April, I've had a lot of conversations about whether Treasuries are still a viable safe haven investment. After “Liberation Day,” 10-year Treasuries sold off by ~50 basis points, creating a...
What Investing Can Teach Us About March Madness
![]()
We've officially entered my absolute favorite time of the sports calendar year. As millions of others around the country have done this past week, I sat down to fill out my bracket for the annual Van...
.png)
Wall Street vs. Main Street: Private Markets Recap
![]()
After a few years of rate shocks, inflation whiplash, and underwriting gymnastics, 2025 felt like a year where dealmakers could finally take a full breath… and then immediately remember there’s still...
.png)
The Alphabet Soup of Profitability
![]()
Profitability sounds simple: add up what comes in, subtract what goes out, and you know where you stand. But anyone who has ever prepped their business for sale (or kicked the tires on a potential...
What The “One Big Beautiful Bill” Means For Small Businesses
![]()
In July, Congress passed the One Big Beautiful Bill Act (OBBBA). The name sounds like it was a placeholder until they came up with something better… then just forgot to rename it before launch, but...
AI For Small Businesses
![]()
Open the Wall Street Journal today (or yesterday… or the day before…) and you’ll find some breathless headline about how AI is transforming the global economy. That’s not wrong, necessarily… but it’s...
The Promise (and Peril) of Private Markets
![]()
Alternative investments are having a moment... but is the hype justified? In this candid conversation, Chris Ryon (co-founder of City Different Investments and half of our fixed income desk) sits...
.png)
Preparing Your Business For An Acquisition
![]()
So you wanna sell your business. As you can probably imagine, there’s a lot of steps between that thought and executing on it. To that end, we previously published a post outlining the 6 steps to...
Rollover Equity
![]()
If you’ve ever bought or sold a business (or are just a follower of publicly announced mergers and acquisitions), you’ve likely heard the term “rollover equity." Rollover equity is basically any...
What Investors Need to Know About the Most Common Private Equity Fund Structures
![]()
There’s a critical decision you have to make if you want (or already have) exposure to private equity as a part of your portfolio — does your chosen manager deploy capital through a fund structure...
6 Step Guide to Selling Your Small Business
![]()
Selling a business is a life-changing event — whether that change is financial via a large exit, a lifestyle change to enter retirement, etc. But the process of selling your hard-built business can...
The Big Small Business Opportunity
![]()
The Current Landscape Small businesses are more critical to our domestic economy than you might realize —99.9% of all businesses in this country are small businesses. They employ 46% of our workforce...