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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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August 2023
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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July 2023
[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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June 2023
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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May 2023
[DHR] Danaher
Related post (read this first): [TMO] Thermo Fisher The life sciences behemoth we now know as Danaher was birthed in 1980 as Equity Group Holdings, an…
May 23
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[DHR] Danaher
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yet another Schwab post
(more on life sciences stuff in a week or so) Schwab lost a shitload of deposits last quarter. Not as many as the most vociferous bears feared (hoped…
May 14
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yet another Schwab post
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April 2023
[TMO] Thermo Fisher
Most of the time the subjects of my writing are more similar than they appear. They rhyme with or operate in the same ecosystem as something I’ve looked…
Apr 26
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[TMO] Thermo Fisher
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[APH] Amphenol + quick $APG follow-up
Soon after I published a bullish post on APi Group last week, a few Twitter people hinted that the company might be playing games with their organic…
Apr 5
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[APH] Amphenol + quick $APG follow-up
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