A few announcements:1) I’ll be in Omaha this year, hanging out on the 2nd floor of Upstream on Friday night sometime around 8pm (I tend to find myself at Mr. Toad’s eventually). If you’re around, come say “hi”!2) MBI and I discussed Adobe in the most recent episode of Never Sell (Spotify, Apple, YouTube, RSS Feed)I’ve written about […]
It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared Isaacman departing for NASA and the company acquiring Global Blue for $2.5bn in its largest M&A transaction by far, I figure it’s time for an update.To quickly recap: in its first decade, United Bank Card, the fledgling business Jared founded […]
Hi everyone, some things:1) Episode 3 of the Never Sell podcast (a monthly investment conversation between MBI and me) dropped yesterday (Spotify, YouTube). In it, MBI describes some useful research tools and we explore the strengths, weaknesses, and implications of Deep Research2) Reports will now have an audio version embedded. For Substack subscribers, the recording […]
This is the first part of a two-part post. I wanted to better understand the tools behind drug research and diagnostics and writing up Bio-Techne seemed like a good way to do that. Bio-Techne sells lots of stuff, from recombinant proteins to instruments. But it isn’t an “everything store” like Thermo Fisher. Its products interlock […]
Hi everyone,My friend @LibertyRPF, who writes the eclectic newsletter, Liberty’s Highlights) recently interviewed me. Check out the podcast! Also, a reminder that MBI and I recently launched a podcast (Spotify, Apple, RSS feed). The second episode, a conversation about Xpel, drops soon.At a basic level, biologic drugs bind to specific proteins embedded in cells, like keys to […]
(Note: Several weeks ago, MBI and I recorded a podcast conversation about AppFolio. You can listen to it on Spotify, Apple, YouTube, or via this RSS feed).While narrowly geared toward property managers today, AppFollio was founded in 2006 with the more expansive aim of providing business management software small and mid-sized businesses in general. Its horizontal orientation was […]
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Happy holidays everyone, This post will kick off an annual tradition where I provide brief summaries of blog posts published during the year. As always, I’ll discuss my thoughts on the business of scuttleblurb in my annual interview with LibertyRPF. Most of the text in the summaries below is extracted directly from the write-ups and […]
Snap-On’s origin coincides with that of the US auto industry. In 1920, an engineer by the name of Joseph Johnson created a set of 10 sockets of varying dimensions that interchangeably “snapped on” to 5 different handles, allowing mechanics to rationalize their toolset (“5 handles could do the work of 50”). When presenting to garage […]
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