It’s my birthday this weekend. Enjoy!
(i) Some Annual Letters
Also see, 2023 Roper Investor Day.
(ii) GS: Marc Rowan, CEO and Co-Founder of Apollo Global Management
A lot to appreciate in here. “The investment marketplace is the role of the banking system today…” I also enjoyed this: How the best bank managements are getting ahead of issues.
(iii) Petition: Cineworld of Hurt ... and Hope (Part VI)
Linked for the interview with Joshua Feltman from Wachtell— speedy overview of key topics in distress right now.
(iv) How to Assess a City While Traveling (Twitter Thread)
Not bad. And, remember: focus on process.