(taking a break from building products after this. Up next: a 2-parter on Wise)In part 3a, I provided an overview of pre-fabricated trusses, namely the value they offer homebuilders over traditional stick building and what’s involved in the transition from Phase 1 manufacturing (automated saws and lasers) to Phase 2 (robotic systems). You’ll want to […]
Category Archives: [AEP.V] Atlas Engineered Products
[CDNS] Cadence [SNPS] Synopsys
Cadence, Synopsys, and the Future of Chip Design
April 28, 2025
Related posts:[CDNS – Cadence; SNPS – Synopsys] The evolution of the EDA industry (2/28/20)Simulation, CAD, [...]
Continue reading →[CRL] Charles River
[CRL] Charles River
April 7, 2025
A few announcements:1) I’ll be in Omaha this year, hanging out on the 2nd floor [...]
Continue reading →[FOUR] Shift4
Shift4’s M&A Alchemy
March 17, 2025
It’s been just over two years since I first wrote up Shift4. With founder/CEO Jared [...]
Continue reading →[TECH] Bio-Techne
[TECH] Bio-Techne: part 2
February 25, 2025
Hi everyone, some things:1) Episode 3 of the Never Sell podcast (a monthly investment conversation [...]
Continue reading →[TECH] Bio-Techne
[TECH] Bio-Techne: part 1
February 12, 2025
This is the first part of a two-part post. I wanted to better understand the [...]
Continue reading →