Below is a transcript of a podcast I recently recorded. It has been lightly edited for clarity. You can find the podcast by searching for “scuttleblurb” on Apple or Spotify. So Align technology is the company behind the Invisalign brand of clear liners. And so those are the clear removable plastic trays that are used […]
Category Archives: [SDC] Smile Direct Club
[ROP] Roper Technologies
[ROP] Roper Technologies
Hi everyone, I embedded audio of me reading this post. Let me know what you [...]
2 Comments
Continue reading →[AME] AMETEK
[AME] AMETEK
AMETEK was birthed out of failure. After its predecessor, Manhattan Electric Supply Company, a supplier [...]
1 Comment
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 [...]
1 Comment
Continue reading →[GFL] GFL Environmental
GFL update
(all $ are Canadian unless otherwise specified) I first wrote up GFL nearly 2 years [...]
1 Comment
Continue reading →