Constellation Software copycat valued at over US $1B
Billion dollar software consolidator founded only in 2015.
1 min read
Second Mouse Plan
The strategic playbook of superior investors and entrepreneurs, covering capital allocation strategies, tech strategy and Second Mouse moguls.
13 postsMiles Nadal is now a shoe collector and capital allocator
An update on Miles Nadal of Peerage Capital and Peerage Realty and previously, MDC Partners.
8 min read
The Oracle of Ancaster - Doug Putman of Putman Investments
The Globe recently outed a retail turnaround artist and empire builder. He is largely unknown to Bay Street, so I put together his basic info here.
3 min read
Bill Ackman and Tim McElvaine back Andrew Wilkinson
A lunch with Bill Ackman paid off for Andrew Wilkinson, a mogul in his own right.
2 min read
Jay Hennick: from pool boy to billionaire
An under-the-radar billionaire who started from the bottom.
3 min read
The Second Mouse Plan Part 3: The Church of Latter-Day Mice
This is the conclusion of The Second Mouse Plan essay (Part 3). Make sure you
have read Parts 1 and
6 min read
The Second Mouse Plan Part 2.2 - The Playbook
If you haven't read the previous parts, start here: Start here: The Second
Mouse
Plan — Introduction
[https://opmglobal.
4 min read
The Second Mouse Plan Part 2.1 - The Playbook
How the Unimaginative Can Thrive in the Age of the Unicorn
Recap of Part 1: Startups and venture capital suck
5 min read
That time I phoned Black Swan author Nassim Nicholas Taleb
Despite recent developments, I will focus on my niche of telling you about
things that happened 15 years ago. Around
6 min read
VC returns suck even more than I thought
Andreessen Horowitz performance is not as high as you would think.
2 min read
An investment riddle for the Holidays
Dear disgruntled reader,
I wanted to leave you with a riddle to ponder over the Holidays. Let’s take two
1 min read
The Second Mouse Plan — Introduction
How the Unimaginative Can Thrive in the Age of the Unicorn
This painting depicts the fall of Icarus (near bottom
8 min read