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[MTCH] Match Group

Consumer credit bureaus and FICO

[UHAL] U-Haul

[DLTR] Dollar Tree

yet another Dollar General take

some thoughts on Adyen

Class 1 freight rails: part 3 – Hunter Harrison, PSR, and investment implications

Class 1 freight rails: part 2 – freight types, route structures, and growth

Class 1 freight rails: part 1 - historical overview

[DNB] Dun & Bradstreet

quick update on Apollo (APO)

Lonza/Catalent: part 2

Lonza / Catalent: Part 1

[DHR] Danaher

yet another Schwab post

[TMO] Thermo Fisher

[APH] Amphenol + quick $APG follow-up

[APG] APi Group

quick follow-up on Charles Schwab

some thoughts on Charles Schwab

[APO] Apollo

A tour through payments: part 3 (SQ, FOUR)

A tour through payments: part 2 (Adyen, GPN, FIS, FISV)

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