Many of the companies I discuss on this blog are not just good businesses, but obviously good. Visa, Moody’s, Sherwin-Williams, and Heico are wonderful and readers of this blog need not be further convinced of that fact. And notwithstanding regulatory or macro pressures that cast doubt on their prospects at certain points (interchange regulation in […]
Category Archives: BXC
[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 [...]
Continue reading →Uncategorized
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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