Related post (read this first): [TMO] Thermo Fisher The life sciences behemoth we now know as Danaher was birthed in 1980 as Equity Group Holdings, an investment vehicle through which brothers Steven and Mitchell Rales acquired struggling industrial businesses. The earliest acquisitions included Master Shield (vinyl siding and rubber products) and Mohawk Rubber (tires for […]
Category Archives: [DHR] Danaher
[XPEL] Xpel
[XPEL] Xpel Inc
I spent several weeks speaking with 70 automotive paint protection film (PPF) installers to better [...]
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Continue reading →[ROP] Roper Technologies
[ROP] Roper Technologies
Hi everyone, I embedded audio of me reading this post. Let me know what you [...]
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Continue reading →[AME] AMETEK
[AME] AMETEK
AMETEK was birthed out of failure. After its predecessor, Manhattan Electric Supply Company, a supplier [...]
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Continue reading →[TDY] Teledyne
[TDY] Teledyne
Many investors have come to know of Teledyne through Warren Buffett, who in John Train’s [...]
Continue reading →[CTAS] Cintas [UNF] Unifirst [VSTS] Vestis
why Cintas wins
Please check out my annual interview with @LibertyRPF, where I offer some thoughts on investing [...]
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