patterns / empire_unwind

buyout thesis

Empire unwind

a 60+ serial owner has ceased control of 2+ companies within 24 months and still holds this one — the divestment is happening now, not someday

the signature — what the register must show
owner ≥60
staff ≥5
the same person (exact/high match) ceased control of 2+ OTHER companies within 24 months
still controls this one

Why it matters

empire_fatigue says the serial owner has EVER exited something; this says the exits are happening right now, in sequence. A portfolio being wound down one company at a time reaches this company on a schedule the owner has already set.

The play

Talk about the remainder of the portfolio today — the owner is actively in selling mode and knows how deals work. Timing beats everything here.

How it's kept honest

The badge is recomputed nightly across the whole index, and re-evaluated live the moment a company files — so a match is always a statement about the current register, not a stale list. Like every signal on the radar: a prompt to look closer, never a verdict.