Content Library Sarah George 8/26/25 Sarah George 8/26/25 Plateaus & Playbooks: Opportunities in an AI Slowdown Read More Letter Emily Holdman 1/6/25 Letter Emily Holdman 1/6/25 Deep Roots, Hard Looks, and Change Read More behavior Sarah George 6/10/24 behavior Sarah George 6/10/24 Better Deals Read More Sarah George 5/16/24 Sarah George 5/16/24 Portfolio Construction & the Lower Middle Market Read More Letter Emily Holdman 1/8/24 Letter Emily Holdman 1/8/24 Awe, Health, And Fear: 2023 Annual Letter Read More Essay Sarah George 9/13/23 Essay Sarah George 9/13/23 A Long-Term Posture on Diligence Read More Essay Sarah George 9/13/23 Essay Sarah George 9/13/23 Lies, Damned Lies, and Honest Mistakes: Misrepresentations in Due Diligence Read More Essay Sarah George 9/13/23 Essay Sarah George 9/13/23 The Head & Shoulders Diligence Self-Check Read More Essay Sarah George 9/13/23 Essay Sarah George 9/13/23 Setting Diligence Objectives Read More Essay Sarah George 9/13/23 Essay Sarah George 9/13/23 Why We’re Sharing Our Diligence Process Read More Essay, Highest and Best Use Sarah George 7/27/23 Essay, Highest and Best Use Sarah George 7/27/23 Invisible Ties & Fun Rides Read More Permanent Podcast, behavior Sarah George 7/12/23 Permanent Podcast, behavior Sarah George 7/12/23 Understanding People with John Marsh Read More Older Posts
Sarah George 8/26/25 Sarah George 8/26/25 Plateaus & Playbooks: Opportunities in an AI Slowdown Read More
Letter Emily Holdman 1/8/24 Letter Emily Holdman 1/8/24 Awe, Health, And Fear: 2023 Annual Letter Read More
Essay Sarah George 9/13/23 Essay Sarah George 9/13/23 Lies, Damned Lies, and Honest Mistakes: Misrepresentations in Due Diligence Read More
Essay Sarah George 9/13/23 Essay Sarah George 9/13/23 The Head & Shoulders Diligence Self-Check Read More
Essay Sarah George 9/13/23 Essay Sarah George 9/13/23 Why We’re Sharing Our Diligence Process Read More
Essay, Highest and Best Use Sarah George 7/27/23 Essay, Highest and Best Use Sarah George 7/27/23 Invisible Ties & Fun Rides Read More
Permanent Podcast, behavior Sarah George 7/12/23 Permanent Podcast, behavior Sarah George 7/12/23 Understanding People with John Marsh Read More
