Investment Memos

Diligence

Full one-pager memos for the top watchlist names — from scored candidate to deployable capital decision.

Portfolio Base $5.00M
Public Equity Sleeve Target 40%
Sleeve Available (est.) $2.00M
Memos 3 names
Source Watchlist top-3 (score ≥ 48)
CSU.TO
Constellation Software
Buy
Price $3,800.00
Mkt Cap $85.0B
Tier T1
Watchlist Score 50.0 / 50
Public Equity — Direct T1
→ 1.5% initial (~$75K on $5M base)
NVR
NVR Inc
Watch
Price $7,200.00
Mkt Cap $20.5B
Tier T1
Watchlist Score 48.0 / 50
Public Equity — Direct T1
→ 1.0% (~$50K on $5M base) — initiate on rate catalyst
PLD
Prologis
Buy
Price $110.00
Mkt Cap $96.0B
Tier T1
Watchlist Score 48.0 / 50
Public Equity — Direct T1
→ 1.5% initial (~$75K on $5M base)