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[MRVI] Maravai Lifesciences
Hi everyone,
Jan 27
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[MRVI] Maravai Lifesciences
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AppFolio and the business of property management software
(Note: Several weeks ago, MBI and I recorded a podcast conversation about AppFolio.
Jan 6
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AppFolio and the business of property management software
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December 2024
scuttleblurb 2024 content review
Happy holidays everyone,
Dec 26, 2024
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scuttleblurb 2024 content review
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[SNA – Snap-On] when brand meets distribution
Snap-On’s origin coincides with that of the US auto industry.
Dec 12, 2024
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[SNA – Snap-On] when brand meets distribution
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November 2024
what did Warren Buffett see in Simpson Manufacturing?
The next time you find yourself at the site of a half-built home, direct your attention to the joints of its wooden frame.
Nov 25, 2024
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what did Warren Buffett see in Simpson Manufacturing?
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Wise and the business of cross-border transfers: part 2
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Nov 4, 2024
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Wise and the business of cross-border transfers: part 2
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October 2024
Wise and the business of cross-border transfers: part 1
Every year, consumers the world over move ~£2tn across borders, with roughly 2/3s of that funneled through a labyrinthine network of banks. A typical…
Oct 16, 2024
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Wise and the business of cross-border transfers: part 1
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Yet another pricing update
Hi everyone,
Oct 7, 2024
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Yet another pricing update
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[AEP.V] Atlas Engineered Products
A quick announcement: Windancer Holdings is hosting a stock pitch competition on December 6, 2024, with meaningful financial upside for the winner ($20k…
Oct 3, 2024
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[AEP.V] Atlas Engineered Products
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September 2024
Building materials: part 3a (BLDR, AEP.V)
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Sep 16, 2024
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Building materials: part 3a (BLDR, AEP.V)
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August 2024
Building materials: part 2b (TREX, AZEK)
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Aug 25, 2024
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Building materials: part 2b (TREX, AZEK)
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Building materials: part 2a (LPX, JHX)
Related post: Building materials: part 1
Aug 5, 2024
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Building materials: part 2a (LPX, JHX)
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