If I were to tell you about a company whose main job is to move freight from one place to another and whose primary assets consist of trucks and trailers, you’d probably think I was describing a capital intensive business with low entry barriers subject to brutal, commodified competition. And I could be! There is […]
Category Archives: [SAIA] Saia
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 [...]
Continue reading →scuttlebits [FOUR] Shift4
[scuttlebit] Shift4’s organic growth
December 10, 2025
Last week, a reader and Shift4 shareholder messaged me, raising questions about the company’s organic [...]
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