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Announcing our first investment

Dec 4, 2024

•

5 min read

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 17, 2024

•

5 min read

Forget What You Know About 90-Day Plans

and do this instead

Jason Andrew
Jason Andrew
Turning over the most rocks

May 3, 2024

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3 min read

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 12, 2024

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6 min read

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 5, 2024

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11 min read

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

•

5 min read

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 22, 2024

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4 min read

The 7 reasons to sell your business

Money isn't one of them.

Jason Andrew
Jason Andrew
Mitigating Customer Concentration Risk

Mar 15, 2024

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3 min read

Mitigating Customer Concentration Risk

what it is and how to manage it

Jason Andrew
Jason Andrew
🔢 The Profit  / Working Capital Equation

Mar 1, 2024

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7 min read

🔢 The Profit / Working Capital Equation

The heuristic to identifying cash generating machines

Jason Andrew
Jason Andrew
The Lindy Effect

Feb 23, 2024

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3 min read

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 9, 2024

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5 min read

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 2, 2024

•

9 min read

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
Arbor Permanent Owners

Arbor Permanent Owners

The custodian of Great Australian small and medium businesses


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