Jerry Capital @JerrryCap

Not selling anything. Not investment advice. My personal but public journal. DMs open Block quickly, DM a mutual friend to unblock Joined January 2015

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Jerry Capital @JerryCap

2 years ago

Compounding Stalwarts

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Brett @CCM_Brett

2 years ago

SPAC Turo!

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“We leveraged the name Dye & Durham (huge value within the legal industry)... really used that as a platform for industry consolidation... It was a company, 140+years old, traditionally known for providing legal stationery... we’ve pivoted it into a legal tech company.” $DND

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Jerry Capital @JerryCap

2 years ago

$DND "gave chief executive Matthew Proud an option grant in October, 2021, that at the time, it has now disclosed, it valued at $98.8-million" theglobeandmail.com/business/comme…

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Jerry Capital @JerryCap

2 years ago

and they were still cheap!

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Jerry Capital @JerryCap

2 years ago

Barry Schwartz @BarrySchwartzBW

2 years ago

https://t.co/D4pVijPHcC

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Jerry Capital @JerryCap

2 years ago

$DND

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Jerry Capital @JerryCap

2 years ago

"AI could accelerate the pace of drug discovery." - @scuttleblurb

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Jerry Capital @JerryCap

2 years ago

Source: scuttleblurb.substack.com/p/lonza-catale…

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Jerry Capital @JerryCap

2 years ago

"Conventional wisdom holds that bioproduction is an acyclical industry. But CDMO activity is tied to new drug development and new drug development is in part tied to economic conditions." - @scuttleblurb

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Jerry Capital @JerryCap

2 years ago

"For Lonza, new capacity is supported by anchor customers, most of whom are bound by 5-7 year contracts that pass-through raw materials inflation. A new build is expected to deliver 15%-20% IRRs and mature ROICs of over 30%" - @scuttleblurb