DiMauro Partnership, LTD.

ZoomInfo (GTM): The Data Asset the Market Forgot How to Value

Why we believe ZoomInfo is being valued like a melting ice cube despite generating $400M+ of annual free cash flow.

Jun 2 • Matt DiMauro

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May 2026

Visa Inc. (NYSE: V)

Visa (V): One of the Best Businesses in the World - But Is It a Great Investment at today's valuation?

May 17 • Matt DiMauro

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April 2026

MOODY’S CORPORATION (MCO)

A System Asset in Global Credit - And the Discipline Required to Own It

Apr 17 • Matt DiMauro

2

March 2026

FICO: The Benchmark Moat, the Price War, and Why the Stock May Finally Be Fairly Priced

FICO’s moat remains intact - but future returns now depend on how the mortgage pricing battle unfolds.

Mar 21 • Matt DiMauro

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The Logic of Concentration

If you understand a business deeply enough - truly, intimately - concentration is not a choice.

Mar 17 • Matt DiMauro

Crocs Inc. (CROX): Buying a $1 Billion Footwear Franchise at 5× EBIT

"You will be right, over the course of many transactions, if your hypotheses are correct, your facts are correct, and your reasoning is correct." …

Mar 10 • Matt DiMauro

3

February 2026

META: Future Anticipated Returns

A 55% ROIC Machine Priced for Competence, Not Panic

Feb 28 • Matt DiMauro

Metallurgical Coal, Blast Furnaces, and the Physics of Inelastic Demand

A Deep-Dive Investment Memo on Warrior Met Coal (HCC) and Alpha Metallurgical Resources (AMR)

Feb 22 • Matt DiMauro

2

Amazon: A Wonderful Business

Not Yet a Wonderful Investment

Feb 19 • Matt DiMauro

2

Stride (LRN): Anticipated Future Returns

What Should I Expect From Here?

Feb 14 • Matt DiMauro

2

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Franklin Covey (FC): Anticipated Future Returns

A probability-weighted framework for sizing risk, not telling stories.

Feb 8 • Matt DiMauro

2

Goodbye REFI

A record of reasoning. An admission of uncertainty. And, ultimately, an exit.

Feb 5 • Matt DiMauro

2

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