Jay Vasantharajah jayvas.com

Top 3 Books of 2025

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Expensive Talent is Cheap

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Long-Term Optimistic, Short-Term Pessimistic

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Why Debt Can Be a Source of Alpha

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Content Still Remains a Meritocracy

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Balance Sheets

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Hold Forever is a Flawed Framework

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Top 3 Book Picks of 2024

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How To Build A Monopoly

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Modern Toll Bridge Businesses

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Forced Buyers

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Looking For CEOs & Operators

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Issue #97: Couche Tard Pitch at Sohn

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Issue #96: Sale of Save Mart

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Issue #95: Winterhalter and Vertical Specialization

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