Investing

I joined Colin, Justin, and Harrison at Third South Capital as a full-time partner. We're buying and operating software companies. You can read our first public update here.

Most of my time in public markets has been reduced to special situations and acquisitive conglomerates due to the low research requirements. I’d rather spend the time on building companies with my friends!

Writing

The case study on Ted Weschler induced a lot of you to reach out with positive remarks and subscribe. Thank you!! The resources to build up the case was public, difficult to compile, and satisfying to piece together. More writing to come.

Here are some others posts I played around with:

• Net-nets in private markets: The RockRose story

• Avoiding competition: A Sam Zell case

• The History of Clipboards and Computers

I hope my writing is useful to others. It certainly is useful to me. Every time I’ve written and received feedback, it reminds me how good writing is for the soul.

June Preview

This fall, I’ll be moving from Richmond, Virginia to Carlisle, Pennsylvania. I look forward to the move, and will be savoring Richmond as much as possible over the next few months.

John D. Rockefeller's Secret Weapon dives into the complex history of the company which eventually became TransUnion. It's a perfect prelude to Autopsy of a Merger, the legendary account of TransUnion’s acquisition by the Marmon Group. I can’t wait to tell you all how reading these back-to-back turns out.

Talk to you soon,

Myles