Exploring Context | KSP | Substack

Thomson Newspapers – Part II

TNL was one of the great rollups of the 20th century. From 1950 to 1988, TNL compounded EPS at 20% per year while also paying out a lot of dividends…

Nov 18, 2022 •

New

Thomson Newspapers - Part I

“He said it was going to say on his tombstone that he bought newspapers in order to make more money in order to buy more newspapers and so on” – Buffett

Nov 18, 2022 •

How Bill Foley built several multi-billion dollar businesses and generated one of the best long-term investing track records.

Dec 17, 2021 •

Studying Serial Acquirers

An analysis of how serial acquirers work and what to look for to make sure they can continue to scale.

Oct 2, 2021 •

Exploring Context

Exploring Context

Investment Research

Exploring Context

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