Hi everyone – on Monday, I’ll share some thoughts on Avantor in my final post of the year. Immense gratitude for all your support. As rewarding as 2025 was from both a business and content perspective, I think 2026 is going to be even better. The research pipeline is in great shape. Writeups on LTL carriers (ODFL, XPO, SAIA), Watsco, Pool, Thermo Fisher, and Danaher are all in progress and will be published in the first few months of the new year.
Here are the results from a survey I recently sent to paid subscribers:
I recently launched scuttlebits: short-form commentary, mostly related to notable developments on companies I’ve already covered, published every 7 to 10 days or so. What do you think?
(134 responses)
How would you describe yourself?
(136 responses)
Have you listened to more than a few episodes of the Never Sell podcast?
(136 responses)
For those who selected “what’s that?”, Never Sell is a monthly podcast where MBI and I discuss various investing-related topics (Spotify, Apple, YouTube)
Do you regularly use AI tools in your research process?
(135 responses)
When will AI put me out of a newsletter writing job?
(135 responses)
Thank you to the more than 100 of you who sent in stock pitches! Lots of interesting ideas in the mix, many of which I’ve added to my research pipeline.
Finally, on a personal note, I’d like to draw your attention to a GoFundMe that I set up last year for Boulder Crest Retreat, a non-profit that helps veterans, servicemembers, and first responders heal from trauma. As many of you know, my brother was a combat vet who served in Iraq and Afghanistan, and took his own life in 2024 after battling PTSD. Thank you to everyone who has donated. If you haven’t yet, I hope you consider doing so!
It is a joy and privilege to write for you all. Have a safe and happy holiday season, David
