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Announcing our first investment
Dec 03, 2024

Announcing our first investment

Welcoming East West Engineering to Arbor Permanent Owners

Jason Andrew
Jason Andrew
Forget What You Know About 90-Day Plans
May 16, 2024

Forget What You Know About 90-Day Plans

and do this instead

Jason Andrew
Jason Andrew
Turning over the most rocks
May 02, 2024

Turning over the most rocks

It can be seen as a chore. To us, it’s play.

Jason Andrew
Jason Andrew
Scuttlebutt research: how we diligence private companies
Apr 11, 2024

Scuttlebutt research: how we diligence private companies

It’s remarkable what you can learn about a company through informal channels.

Jason Andrew
Jason Andrew
DON'T CALL US PRIVATE EQUITY
Apr 04, 2024

DON'T CALL US PRIVATE EQUITY

We are business owners, first and foremost.

Jason Andrew
Jason Andrew
How operators can make great capital allocators
Mar 29, 2024

How operators can make great capital allocators

from product manager to people manager to money manager

Jason Andrew
Jason Andrew
The 7 reasons to sell your business
Mar 21, 2024

The 7 reasons to sell your business

Money isn't one of them.

Jason Andrew
Jason Andrew
Mitigating Customer Concentration Risk
Mar 15, 2024

Mitigating Customer Concentration Risk

what it is and how to manage it

Jason Andrew
Jason Andrew
🔢 The Profit  / Working Capital Equation
Feb 29, 2024

🔢 The Profit / Working Capital Equation

The heuristic to identifying cash generating machines

Jason Andrew
Jason Andrew
The Lindy Effect
Feb 22, 2024

The Lindy Effect

the longer something has been around, the longer it will continue to be around.

Jason Andrew
Jason Andrew
How we track the book value, or NAV of our private holding company
Feb 08, 2024

How we track the book value, or NAV of our private holding company

Why fund managers and investors measure NAV

Jason Andrew
Jason Andrew
Why ROIC is the most important metric in investing
Feb 01, 2024

Why ROIC is the most important metric in investing

over the long-term a businesses returns will mirror its returns on capital

Jason Andrew
Jason Andrew
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The custodian of Great Australian small and medium businesses

Arbor Permanent Owners

The custodian of Great Australian small and medium businesses

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