I.I was first introduced to Texas Instruments by my dearest high school friend:Only years later would I learn that this wonder was but a thin product sliver within the TI complex, lumped in the stagnant “Other” catch-all segment that today accounts for just 5% of profits, with the other 95% coming from analog semiconductor chips.Most […]
Category Archives: [TXN] Texas Instruments
[TREX] Trex [AZEK] Azek
Building materials: part 2b (TREX, AZEK)
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Building materials: part 2a (LPX, JHX)
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Building materials: part 1
Many of the companies I discuss on this blog are not just good businesses, but [...]
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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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