Buy-Side Insights No. 15

Now Available:

● AI Capex Super Cycle deep dive with Doug O’Laughlin, President of Semi Analysis and Michelle Brophy, TMT DoR at AlphaSense. Click to WATCH NOW!
● Westport Alpha is partnering on a private investment in a new insurance brokerage platform led by a 20-year industry veteran. The platform is looking to raise $85mm for its buy-and-build strategy. Platform currently has an M&A pipeline with $20mm of EBITDA. Targeted IRR is 30%+. Minimum equity commitments of $10mm. If interested, ping me at [email protected] 
●$VSTS post mortem
● New Job Board Updates: 6 L/S, 2 LO, 2 SS, and 2 Job Seekers
● Top 10 books to read for Investors & Analysts
● 1 Million Views on Pitch The PM. Let’s celebrate!

Coming Soon:

🔜 From Fidelity PM to Hilliards Chocolate - inspired by a car ride with chauffeur Warren Buffett!
🔜 The first annual Pitch The PM stock pitch competition!