[WSO] Watsco

thoughts on Watsco

While investors continue to be enthralled by AI and all things Tech, I can’t help [...]

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SAMPLE POSTS

scuttleblurb business update (2025)

I’m sure you’re sick of these annual newsletter recaps by now, so I’ll keep mine [...]

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[SAIA] Saia [XPO] XPO [ODFL] Old Dominion

[ODFL, SAIA, XPO] the LTL carriers are going to be ok

If I were to tell you about a company whose main job is to move [...]

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[AVTR] Avantor

[AVTR] a poor man’s Thermo Fisher

Avantor is like Thermo Fisher in some respects. It distributes lab products and sells bioprocessing [...]

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Uncategorized

Survey results + programming notes

Hi everyone – on Monday, I’ll share some thoughts on Avantor in my final post [...]

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