“I have always been attracted to the low cost operator in any business and, when you can find a combination of (i) an extremely large business, (ii) a more or less homogenous product, and (iii) a very large gap in operating costs between the low cost operator and all of the other companies in the […]
Category Archives: [ADM.L] Admiral Group
scuttlebits
[scuttlebit] thoughts on ASML
What are scuttlebits? I recently read Focus: The ASML Way by Marc Hijink, a book [...]
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Continue reading →[ALGN] Align Technology
[ALGN] Invisalign: Still the Clear Choice?
MBI and I recorded an episode of Never Sell recently (Global Payments, AI and Software, OpenAI and Anthropic [...]
Continue reading →SAMPLE POSTS
Introducing: scuttlebits!
Hi Everyone, After eight years of writing this blog, I’ve come to realize that habitual [...]
Continue reading →[GPN] Global Payments
Is Global Payments the next Adyen?
(no, but that doesn’t mean it can’t be a good stock) AI-generated podcast conversation: Spotify, Apple AI-generated [...]
Continue reading →[SES.TO] SECURE Waste Management
[SES.TO] From Wellhead to Landfill: How SECURE Built a Duopoly in Oilfield Waste
AI-generated podcast conversation: Spotify, Apple, RSS AI-generated summary: The text examines the lifecycle of oil [...]
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