Stocks & Stories | Turning every page on the Pritzkers
Joined January 2025
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In my ongoing research into the Pritzker family and their history, I’m always looking for more documents, stories, contacts or leads.
If you have any information you’re willing to share, you can reach me on @signalapp
All communication is confidential unless otherwise agreed.
Andy Beal is one of the GOATs so
Posted 3 members-only special situations past week. One US-listed, two int’l, three industries.
If they close, $4k in each could cover cost of rockwoodnotes.com membership.
If they don’t close, well…you know.
Will make public after they play out.
Not investment advice
Is this Oakmark’s Baupost $VSAT moment?
Looks like Oakmark finally gave up on Charter and Comcast.
oakmark.com/news-insights/oa…
Rockwood Notes retweeted
Big shout out to @RockwoodNotes who nailed this back in May.
You can find his write up for FactSet on rockwoodnotes.com.
if someone told you they found a crystal ball and it said AI is coming to kill info services but you have to pick one one stock to own from the US blue chips, not sure 1% of people would have picked $FDS yet here it is, best performing name over the last 1y period
“Sadoun told ADWEEK that Omnicom’s 2025 IPG acquisition, which left the ad industry with “three global players,” (Publicis, Omnicom, and WPP), has been positive for his company.
“Omnicom has brought clarity and simplicity. Having fewer players has created a lot of value for our industry. We should all be very grateful to Omnicom for doing this, because it’s really bringing a new dynamic.”
Those three players took 91% of holdco media wins in the first half of 2026, up from 74% the previous year (in part because IPG’s wins now count toward Omnicom), according to COMvergence data cited by Publicis.”
$OMC $PUB.PA $WPP
Reminder I have a free event monitor you can have emailed to you each week.
Sign up on rockwoodresearch.com
Made some minor changes to website. If you have any preferences or suggestions, let me know.
All free. Claude gives me API credits now, so can do a bit more with it.
I found a stock in my old trades that I had zero memory of owning. I went back and figured out what it was, and it was a better story than I could’ve imagined.
A post-bankruptcy microcap that 24x’d (and no, I didn’t earn that).
Hope you enjoy.
rockwoodnotes.com/retail-hol…
Cannons and trumpets
So I’ve lost track …. Is this week 5, 10, 15, 20 of tanker “experts” saying rates are at their top and can’t possibly go any higher 😅
We are in such uncharted territories, nobody can really predict how much higher we go or stay at extremely elevated levels for longer ….
#TANKERS
Rockwood Notes retweeted
I’m excited to share this previously unreleased 2022 conversation between Charlie Munger and Todd Combs.
As with any Munger talk, the subjects are both deep and wide. I’ve pulled out the ideas that most resonated with me and published a full transcript.
A special thank you to the Singleton Foundation, Todd Combs, and William Thorndike for giving me the permission to share this with you.
Spotify: open.spotify.com/episode/3Y8…
YouTube: youtube.com/watch?v=H4J9_tlC…
Apple: podcasts.apple.com/us/podcas…
Transcript: fs.blog/knowledge-project-po…
