Amay ShenoyNon-Control Investments in Healthcare Staffing CompaniesPlease download the Excel model and investment memo for this post here.May 1May 1
Amay ShenoyA Preferred Stock Investment in Forward Air and Cimpress / Expedia PrecedentsPlease download the model for this post here.Apr 3Apr 3
Amay ShenoyApollo’s Grocery ThesisThis past week, I read about the Federal Trade Commission’s ongoing attempt to block Kroger’s $25bn deal to acquire Albertsons (NYSE: ACI)…Mar 20Mar 20
Amay ShenoyApplying Lessons From Blackstone/Hilton to Wyndham HotelsPlease download the attached LBO analysis here.Mar 13Mar 13
Amay ShenoyRealogy, Apollo and Equity CuresWith the federal funds rate crossing 5.25% and reaching a 20+ year record high, many analysts expect rates to peak relatively soon…Sep 9, 2023Sep 9, 2023
Amay ShenoyMueller Water Products (NYSE: MWA)Please refer to the LBO model here.Aug 28, 2023Aug 28, 2023
Amay ShenoyEverbridge (NASDAQ: EVBG)Please refer to the LBO model attached here.Feb 1, 2023Feb 1, 2023
