Soon after I published a bullish post on APi Group last week, a few Twitter people hinted that the company might be playing games with their organic growth (as always, thank you for the pushback). I looked into this a bit and noticed the following footnote in an 8-K dated Feb. 15, 2021 announcing preliminary […]
Category Archives: [APH] Amphenol
[TREX] Trex [AZEK] Azek
Building materials: part 2b (TREX, AZEK)
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Building materials: part 2a (LPX, JHX)
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Building materials: part 1
Many of the companies I discuss on this blog are not just good businesses, but [...]
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[MKTX] MarketAxess
I first wrote about fixed income trading platforms in 2020. To recap: this market has [...]
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Continue reading →[XPEL] Xpel
quick Xpel update
Original post: [XPEL] Xpel (4/1/24)I bought some XPEL shares in March and wrote some nice [...]
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