Enjoy!
(i) 50X: TransDigm: Redeeming the Most Painful Loss with Rob Small
Really enjoyed this interview and loving the series overall. Also see: Constellation Software, Lifco, TransDigm, Lagercrantz, VMS, Decentralization 101.
(ii) Why the Messy 3AC, Celsius, and Voyager Bankruptcies Will Drag on for Years – Ep.377
Ft. Adam Levitin. Some really interesting commentary on some of the issues unique to crypto assets in ch.11.
(iii) Business Retreats and Sanctions Are Crippling the Russian Economy
An attempt to parse what’s really going on in Russia. Incredible work. See the slide deck here.
(iv) ProPublica: The Leader of New York’s “City of the Dead” Cashes In. Again.
Endemic fraud, interesting securities law, the deathcare biz, long island, etc. Also: You can now stay at the ‘The Godfather’ mansion via Airbnb