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IAC and MGM

There was a time, not too long ago, when an investor could treat IAC as a collection of binary early stage bets anchored by a few more mature and profitable entities. To most, IAC’s 12% passive minority stake in MGM, acquired near the COVID lows, was a weird one-off opportunistic gambit that could be marked [...]
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[URI] United Rentals

Posted By scuttleblurb On In [AHT] Ashtead,[URI] United Rentals | Comments Disabled
I. United Rentals rents equipment that customers use to build and maintain commercial structures – office buildings, refineries, bridges, roads, etc. This includes general construction equipment, things like bulldozers, backhoes and excavators that dig and move dirt and rubble on construction sites… Source: Equipmentshare aerial work platforms – scissor and boom lifts – that carry [...]
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[TXN] Texas Instruments

Posted By scuttleblurb On In [TXN] Texas Instruments | Comments Disabled
I. I was first introduced to Texas Instruments by my dearest high school friend: Only years later would I learn that this wonder was but a thin product sliver within the TI complex, lumped in the stagnant “Other” catch-all segment that today accounts for just 5% of profits, with the other 95% coming from analog [...]
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[UMG, WMG] record labels and the music industry: opportunities and challenges

Posted By scuttleblurb On In [SPOT] Spotify,[UMG] Universal Music,[WMG] Warner Music | Comments Disabled
I. Every few years, this graphic from the Recording Industry Association of America (RIAA), reproduced by Matthew Ball, makes the rounds: It shows how a 15-year decline in recorded music revenue, precipitated by the cannibalistic effect of free downloads, is being reversed by the rise of subscription fees from digital streaming providers (DSPs). As I [...]
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[ODFL] Old Dominion and less-than-truckload

Posted By scuttleblurb On In [ODFL] Old Dominion | Comments Disabled
Let’s say a parts supplier needs to get a full trailer of parts from its facility in Boston, MA to an OEM manufacturing plant in Los Angeles, CA. One way to do this would be to hire a full truckload (FTL or just TL) carrier, most of them owner-operators with 1 to 5 trucks in [...]
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[CRM] Salesforce

Posted By scuttleblurb On In [CRM] Salesforce | Comments Disabled
Customers are the lifeblood a business and Salesforce touches just about every nook of software that has anything to do with finding, acquiring, and supporting them.  The grandaddy of SaaS, Salesforce pioneered a cloud-hosted subscription model that altered not only when software vendors realize revenue but how they create value. With one-and-done license sales replaced [...]
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GFL and waste management

Posted By scuttleblurb On In [GFL] GFL Environmental | Comments Disabled
(all $ is USD unless noted otherwise; CAD figures are converted to USD at $1 USD: $1.28 CAD) The waste management business isn’t hard to understand conceptually, though to get a felt sense of the territory probably requires a bunch ground level inside knowledge because the competitive dynamics differ so much by market. Still, the [...]
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[CPRT] Copart

Posted By scuttleblurb On In [CPRT] Copart | Comments Disabled
When a car gets into accident, an insurer must decide whether to repair it or cut a check to the claimant for the pre-accident value and recoup whatever it can by sending the car to a salvage auction. In the US, that salvage auction is most likely operated by Copart or IAA, who each handle [...]
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