Content and Academic Studies that have influenced our thinking:

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Audio:

Brad Jacobs of XPO

Justin Ishbia of Shore Capital

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Jan Mohr of Chapters Group 

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Mitch Rales of Danaher

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Will Thorndike

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Constellation Software 

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Transdigm Part I and Part II 

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Research / Case Studies:

 

• AJ Wasserstein (Yale Business School)

• Stanford GSB Primer on Search Funds

• Stanford GSB Bi-Annual Search Fund Report: 2024

• IESE Bi-Annual International Search Fund Report: 2024

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Blogs / Shareholder Letters:

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• Chenmark's Weekly Thoughts​

• ​RollUp Europe

• Constellation Software's President's Letters

• Howard Marks: Fewer Losers, or More Winners?

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Books:

 

• “The Outsiders” by Will Thorndike

• “How to make a few Billion Dollars” by Brad Jacobs

• “Poor Charlie's Almanack: The Essential Wit and Wisdom of Charles T. Munger”

• “Buy then Build” by Walker Deibel

• "Search Funds & Entrepreneurial Acquisitions” by Jan Simon

• ”Get a Grip” by Wickmann & Paton

• “Traction” by Gino Wickmann

• “The Snowball” by Alice Schroeder

• ”Flusenflug” by Peter Maria Loew​​ 

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