Category Archives: [FAST] Fastenal

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[FAST – Fastenal] Notes from CFO Convo; [ASHG – Ash Grove] Constructive Cement Pricing, Stock Is Cheap

[FAST – Fastenal] Fastenal’s dense branch network affords scale advantages in distribution and service relative to Grainger, which has 2.5x Fastenal’s sales but only ~1/10 its branches and ~1/7 its field employees.  Local market density is especially important because fasteners, which comprise nearly 40% of the company’s sales and a greater proportion of gross profits, is […]

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Quick Blurbs [Ashtead, Fastenal, MSC Industrial, United Rentals, Zion Oil & Gas]

[ZN – Zion Oil and Gas] Heard about this stock on a podcast; I doubt you can find borrow.  What is it?  Oh, just your run-of-the-mill $240mn+ market cap Nasdaq-listed oil and gas concern whose drilling activity is guided, nay, “inspired” by the Old Testament.  Here’s an excerpt from the company’s 2016 10K: Zion’s vision, […]

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