In the Spring 2019 issue of Graham and Doddsville, John Hempton was quoted as saying:“In my case, [I usually want to own] a company that makes a widget that is a small yet important part of a bigger thing, has high switching costs, and has incrementally improved over time. I call this the trifecta. There´s […]
Category Archives: [TDG] TransDigm
[TREX] Trex [AZEK] Azek
Building materials: part 2b (TREX, AZEK)
Related posts:Building materials: part 1Building materials: part 2a (LPX, JHX)Next month, I’ll conclude this series [...]
Continue reading →Building materials [LPX] Louisiana Pacific [JHX] James Hardie
Building materials: part 2a (LPX, JHX)
Related post: Building materials: Part 1In the 1967 film The Graduate, a young Dustin Hoffman [...]
Continue reading →Building materials BXC
Building materials: part 1
Many of the companies I discuss on this blog are not just good businesses, but [...]
Continue reading →[MKTX] MarketAxess
[MKTX] MarketAxess
I first wrote about fixed income trading platforms in 2020. To recap: this market has [...]
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Continue reading →[XPEL] Xpel
quick Xpel update
Original post: [XPEL] Xpel (4/1/24)I bought some XPEL shares in March and wrote some nice [...]
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