Unlocking Profits in Wholesale Distribution and Last-Mile Logistics

The whitepaper outlines the growth potential and investment opportunities in wholesale distribution and last-mile logistics, highlighting their fragmentation and synergy for consolidation. With projected growth rates of 4-10% and attractive IRR for roll-ups, Platinum Ridge and Delphina.Shop aim to leverage technology and community initiatives to enhance efficiency and profitability.

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By Robert Wilson / August 31, 2025 / Investment Education

Private Equity vs S&P 500: 20-Year Wealth Comparison

Investing $100,000 over 20 years yields approximately $545,000 in the S&P 500 and $1.64 million in a private equity roll-up strategy. Despite higher fees, private equity outperforms traditional equity by 3x, with monthly liquidity at 90% NAV making it an appealing long-term wealth-building option for investors.

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By Robert Wilson / August 30, 2025 / Investment Education

Mastering Value Investing in Private Equity

Platinum Ridge emphasizes disciplined value investing for private equity success, focusing on acquiring fundamentally strong businesses at attractive prices. Their roll-up strategy aims for economies of scale and lasting market presence. By prioritizing intrinsic value, safety margins, quality, synergy, and long-term growth, they deliver sustainable returns and build efficient businesses for investors and communities.

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By Robert Wilson / August 29, 2025 / Investment Education

Boost Employee Retention with a Strong 401(k) Plan

Offering a robust 401(k) retirement plan helps attract and retain top talent while ensuring employees’ financial security. The process includes easy company enrollment, straightforward employee onboarding with digital options, and ongoing management support. Key benefits include tax advantages for employers, flexible investment choices, and tax-deferred growth for employees, ensuring a valuable advantage.

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By Robert Wilson / August 28, 2025 / Investment Education

Unlocking Retirement Wealth with Private Equity in 401(k)s

Many 401(k) plans offer traditional mutual funds, which often underperform for long-term investors. For individuals 55 and under, incorporating private equity offers substantial advantages, such as higher potential returns, effective diversification, active management, and reduced market volatility. Recent regulatory changes now allow younger investors equitable access to these beneficial assets.

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By Robert Wilson / August 27, 2025 / Investment Education

Public vs Private Equity: A Comprehensive Investor’s Guide

Investors face a pivotal choice. They can place capital in the public stock market, which offers liquidity and transparency. Alternatively, they can commit to private equity, where illiquidity is exchanged for higher potential returns and greater influence. This paper compares both options across performance, risk, control, and suitability, providing clarity for investors seeking balance in their portfolio.

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By Robert Wilson / August 26, 2025 / Investment Education

Maximize Your 401(k) with a Self-Directed IRA

As retirement approaches, the last decade of a career is crucial for maximizing financial readiness. Rolling over a 401(k) into a Self-Directed IRA (SDIRA) enhances investment choices, control, and potential returns. This strategy mitigates market volatility and aids estate planning, ensuring a secure and prosperous retirement.

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By Robert Wilson / August 25, 2025 / Investment Education

Tariffs: Balancing Protectionism and Economic Growth

Tariffs are viewed positively for protecting jobs, encouraging domestic investment, and enhancing national security while correcting trade imbalances. However, detractors argue they raise consumer prices, provoke retaliation, disrupt supply chains, and ultimately harm economic growth and innovation, resulting in a complex debate over their overall impact.

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By Robert Wilson / August 24, 2025 / Uncategorized

The Hidden Costs of Tariffs on Consumers

Tariffs, intended to protect domestic industries and jobs, often lead to negative outcomes like higher consumer prices, trade wars, and disrupted supply chains. These consequences can reduce overall economic growth and innovation. While they may provide temporary relief, long-term solutions favoring free trade and investment policies are essential for sustained competitiveness and prosperity.

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By Robert Wilson / August 23, 2025 / Investment Education

The Impact of Tariffs on American Jobs and Economy

Tariffs are taxes on imports that spark debate over their economic impact. Critics claim they distort markets and raise prices, while supporters argue they protect jobs, encourage domestic investments, bolster national security, correct trade imbalances, and promote fair practices. Strategically applied, tariffs can strengthen the U.S. economy and secure industries.

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By Robert Wilson / August 22, 2025 / Investment Education

Platinum Ridge Management

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