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Rockwood Notes
Turning every page on the Pritzkers

Latest

25
Jan
The Colson Corporation

The Colson Corporation

In 1998, Jack Steinberg completed an internal history of The Marmon Group — the conglomerate built by Jay and Bob Pritzker.
22 min read
21
Jan
Darling, Fraud & Fortune

Darling, Fraud & Fortune

The Rise, Fall and Rebirth of Equity Funding Corporation of America The company Fortune magazine called the fastest-growing diversified financial
33 min read
29
Dec
Robert A. Pritzker's 100-Bagger

Robert A. Pritzker's 100-Bagger

This is the story of an investment Robert (Bob) Pritzker made in his mid-twenties that earned him about 100x on
5 min read
26
Nov
Portfolio Musings

Portfolio Musings

I did some rebalancing recently and thought I'd pin how I'm positioned going into the new
6 min read
16
Nov
Ecovyst (ECVT)

Ecovyst (ECVT)

Ecovyst (ECVT) is the North American market leader in chemical recycling for refineries, with a business model that supports 70%
9 min read
07
Nov
Jay Pritzker, Sam Zell and Itel Corp

Jay Pritzker, Sam Zell and Itel Corp

Warren Buffett once equated equities to bonds, only with equities you have to fill in what the coupons will be.
6 min read
23
Oct
Media Accounting

Media Accounting

The following is an aggregation of notes and thoughts I put together while looking into Warner Bros Discovery (WBD) last
7 min read
19
Oct
Forward Pharma A/S (FWP)

Forward Pharma A/S (FWP)

Introduction This was a situation I got into in 2017 that resulted in ~50% absolute return in a few months,
4 min read
08
Oct
OMC + IPG

OMC + IPG

OmnicomGroup (OMC) and The Interpublic Group of Companies (IPG) are merging into an entity that – in my perfect dreamworld – would
4 min read
16
Sep
"Sell for Less": A Tale of Two Families

"Sell for Less": A Tale of Two Families

Only some see through the disguises of opportunity. The disguise might appear as a problem, even a misfortune. But within
8 min read