DiMauro Partnership, LTD.
Subscribe
Sign in
Home
Annual Letters
Investment Memo's
Philosophy
Resources
Investment Memo's
Latest
Top
Discussions
FICO: The Benchmark Moat, the Price War, and Why the Stock May Finally Be Fairly Priced
Deep dive on FICO’s pricing power, growth runway, and expected returns. Institutional-grade analysis from a value investor focused on long-term…
Mar 21
•
Matt DiMauro
1
Crocs Inc. (CROX): Buying a $1 Billion Footwear Franchise at 5× EBIT
Value investing deep dive on Crocs, Inc.: brand strength, cash flow, valuation, and long-term upside. Is CROX a misunderstood compounder or value trap?
Mar 10
•
Matt DiMauro
3
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
1
Amazon: A Wonderful Business
Not Yet a Wonderful Investment
Feb 19
•
Matt DiMauro
1
Stride (LRN): Anticipated Future Returns
What Should I Expect From Here?
Feb 14
•
Matt DiMauro
2
1
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
1
Gartner (IT): Anticipated Future Returns
I started the day embarrassed.
Feb 3
•
Matt DiMauro
3
GigaCloud (GCT): Anticipated Future Returns
And the Decision to Hold or Add...
Feb 2
•
Matt DiMauro
2
1
Stride (LRN): A Mid-Cap Work-Out, Not a Forever Compounder
Return Objective: ~2x with limited downside
Jan 5
•
Matt DiMauro
3
Franklin Covey (FC) – A High-ROCE Bow Wave Mispriced by GAAP
GAAP shows stagnation. Economics show acceleration. The disconnect is the opportunity.
Dec 8, 2025
•
Matt DiMauro
1
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
