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some thoughts on Adyen
Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting on what it is that got people excited about…
Sep 20
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some thoughts on Adyen
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Class 1 freight rails: part 3 – Hunter Harrison, PSR, and investment implications
Burlington Northern Santa Fe, Canadian National, Canadian Pacific Kansas City, CSX, Norfolk Southern, Union Pacific
Sep 7
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Class 1 freight rails: part 3 – Hunter Harrison, PSR, and investment implications
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Class 1 freight rails: part 2 – freight types, route structures, and growth
Burlington Northern Santa Fe, Canadian National, Canadian Pacific Kansas City, CSX, Norfolk Southern, Union Pacific
Sep 7
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Class 1 freight rails: part 2 – freight types, route structures, and growth
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Class 1 freight rails: part 1 - historical overview
Burlington Northern Santa Fe, Canadian National, Canadian Pacific Kansas City, CSX, Norfolk Southern, Union Pacific
Aug 15
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Class 1 freight rails: part 1 - historical overview
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[DNB] Dun & Bradstreet
If all you knew about Dun & Bradstreet was that it sold mission critical data on more than 520mn companies, that all this data was linked to its widely…
Jul 25
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[DNB] Dun & Bradstreet
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quick update on Apollo (APO)
related post: [APO] Apollo Charles Schwab is broker that monetizes like a bank. They invest excess cash from brokerage accounts into government…
Jul 5
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quick update on Apollo (APO)
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Lonza/Catalent: part 2
In previous posts, I emphasized the part of bioproduction where cell populations are grown in bioreactors and proteins extracted from those cells are…
Jun 27
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Lonza/Catalent: part 2
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Lonza / Catalent: Part 1
Related posts [TMO] Thermo Fisher [DHR] Danaher Over the last 4 decades, a growing share of the pharmaceutical market has shifted from small molecules…
Jun 15
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Lonza / Catalent: Part 1
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