Dropbox and Box both originated as file sharing and sync (FSS) vendors in the mid-2000s but have since traveled along different trajectories. Box began migrating upmarket in 2008, complementing its core document storage solution with add-ons demanded by compliance-sensitive large enterprises….things like: Box Shield, which prevents a user from downloading a file infected with malware, […]
Category Archives: [BOX] Box
[WSO] Watsco
thoughts on Watsco
January 16, 2026
While investors continue to be enthralled by AI and all things Tech, I can’t help [...]
Continue reading →SAMPLE POSTS
scuttleblurb business update (2025)
January 8, 2026
I’m sure you’re sick of these annual newsletter recaps by now, so I’ll keep mine [...]
Continue reading →[SAIA] Saia [XPO] XPO [ODFL] Old Dominion
[ODFL, SAIA, XPO] the LTL carriers are going to be ok
January 5, 2026
If I were to tell you about a company whose main job is to move [...]
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Continue reading →[AVTR] Avantor
[AVTR] a poor man’s Thermo Fisher
December 22, 2025
Avantor is like Thermo Fisher in some respects. It distributes lab products and sells bioprocessing [...]
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Survey results + programming notes
December 19, 2025
Hi everyone – on Monday, I’ll share some thoughts on Avantor in my final post [...]
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