In the decade or so leading up to the mid-2000s, FactSet was in the business of aggregating third-party content from a variety of different vendors – financial information from Thomson Reuters; index data from MSCI, Russell, and S&P; trading data from exchanges – cleaning it up, hosting it on mainframes, and rendering it on workstations […]
Category Archives: [FDS] FactSet
[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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