Charles’s Substack
Subscribe
Sign in
Home
Archive
About
Page not found
New
KKR & Co: Investment Thesis
An analysis of incentive alignment, durability of capital, historical fund performance, horizontal integration, and valuation
Jul 16, 2022
•
Charlie Martin
3
Share this post
KKR & Co: Investment Thesis
charlesmartin.substack.com
Copy link
Facebook
Email
Note
Other
1
February 2022
Revisiting Meta
An Analysis of Meta's 4Q '21, Valuation, Competition, and Terminal Margins
Feb 17, 2022
•
Charlie Martin
3
Share this post
Revisiting Meta
charlesmartin.substack.com
Copy link
Facebook
Email
Note
Other
1
November 2021
TransDigm Equity Analysis
Charlie Martin Paradise Divide Capital Charlie@Paradisedividecapital.com 27 November 2021 TransDigm Introduction: TransDigm Inc, TD Group, or TransDigm…
Nov 30, 2021
•
Charlie Martin
3
Share this post
TransDigm Equity Analysis
charlesmartin.substack.com
Copy link
Facebook
Email
Note
Other
1
October 2021
The Facebook Post
Analysis of the Bull and Bear Case for Facebook's Equity
Oct 27, 2021
•
Charlie Martin
2
Share this post
The Facebook Post
charlesmartin.substack.com
Copy link
Facebook
Email
Note
Other
3
September 2021
Chinese and Global Credit Risk Amid Evergrande Meltdown
The implications and considerations of a Evergrande's imminent default.
Sep 21, 2021
•
Charlie Martin
3
Share this post
Chinese and Global Credit Risk Amid Evergrande Meltdown
charlesmartin.substack.com
Copy link
Facebook
Email
Note
Other
August 2021
The Asymmetric Credit Risk for FinTech Companies in Subprime Lending, Specifically in BNPL
Will Subprime FinTech Lending Collapse?
Aug 24, 2021
•
Charlie Martin
3
Share this post
The Asymmetric Credit Risk for FinTech Companies in Subprime Lending, Specifically in BNPL
charlesmartin.substack.com
Copy link
Facebook
Email
Note
Other
3
Dealing With Orthogonal Opinions in a Rational Way While Investing
How To Go About Analyzing Differing Opinions Regarding Companies That An Investor Is Invested In
Aug 22, 2021
•
Charlie Martin
3
Share this post
Dealing With Orthogonal Opinions in a Rational Way While Investing
charlesmartin.substack.com
Copy link
Facebook
Email
Note
Other
1
Danaher Equity Analysis
Fundamental Analysis of Danaher (NYSE:DHR)
Aug 4, 2021
•
Charlie Martin
1
Share this post
Danaher Equity Analysis
charlesmartin.substack.com
Copy link
Facebook
Email
Note
Other
1
Financial Markets
Welcome to Charles’s Substack by me, Charlie Martin. I like to write about financial markets. PM @ Paradise Divide Capital Sign up now so you…
Aug 4, 2021
•
Charlie Martin
1
Share this post
Financial Markets
charlesmartin.substack.com
Copy link
Facebook
Email
Note
Other
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts