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[XPEL] Xpel Inc
Thank you for all the messages. The outpouring of support from you guys over the last several days was an unexpected bright spot in this otherwise dark…
Apr 1
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[XPEL] Xpel Inc
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March 2024
Update
Hi everyone, a few days ago I received devastating news of my brother’s sudden death. I am going to take some time off to pick up the pieces and help…
Mar 28
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[ROP] Roper Technologies
Hi everyone, I embedded audio of me reading this post (below the paywall line). Let me know what you think. If enough people are into this feature, I…
Mar 18
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[ROP] Roper Technologies
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February 2024
[AME] AMETEK
AMETEK was birthed out of failure. After its predecessor, Manhattan Electric Supply Company, a supplier of electrical switches, telegraph sets, alarm…
Feb 26
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[AME] AMETEK
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[TDY] Teledyne
Many investors have come to know of Teledyne through Warren Buffett, who in John Train’s 1980 classic The Money Masters, declared the company’s…
Feb 7
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[TDY] Teledyne
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January 2024
why Cintas wins
Please check out my annual interview with @LibertyRPF, where I offer some thoughts on investing and provide an update on the business of scuttleblurb…
Jan 18
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why Cintas wins
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GFL update
(all $ are Canadian unless otherwise specified) I first wrote up GFL nearly 2 years ago. To recap: garbage collection and disposal is one of the few…
Jan 3
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GFL update
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December 2023
[MTCH] Match Group
Online dating has easy parallels to other online social experiences that if taken too seriously can lead to dubious outcomes. A dating app is like…
Dec 18, 2023
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[MTCH] Match Group
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November 2023
Consumer credit bureaus and FICO
Each of the 3 major US consumer credit bureaus (CCBs) – Equifax, Experian, and Transunion – are an agglomeration of regional credit agencies, some…
Nov 29, 2023
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Consumer credit bureaus and FICO
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[UHAL] U-Haul
U-Haul is a weird company. It rents moving equipment and self-storage space but also sells annuities. It boasts a ubiquitous brand synonymous with…
Nov 8, 2023
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[UHAL] U-Haul
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October 2023
[DLTR] Dollar Tree
(this should be read as a companion piece to the Dollar General post from a few weeks ago). Like Dollar General and Wal-Mart, Dollar Tree traces its…
Oct 23, 2023
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[DLTR] Dollar Tree
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yet another Dollar General take
In Scottsville, Kentucky at the dawn of World War 2 the market for “selling the good stuff to rich folks” was already taken, so J. L. Turner and Sons…
Oct 9, 2023
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yet another Dollar General take
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