Part 1 is about the past. It will give you an overview of what Dow and DuPont were before their 2017 merger. Part 2 is about the future. It gets into the profit potential and valuation of DWDP’s constituent parts. Salient experiences create salient stocks. We zone out to Netflix on our iPhones, order more of […]
Tag Archives: Chemicals
[EFX] Equifax [EXPN] Experian [FICO] Fair Isaac [TRU] TransUnion
Consumer credit bureaus and FICO
Each of the 3 major US consumer credit bureaus (CCBs) – Equifax, Experian, and Transunion [...]
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Continue reading →[UHAL] U-Haul
[UHAL] U-Haul
U-Haul is a weird company. It rents moving equipment and self-storage space but also sells [...]
Continue reading →[DLTR] Dollar Tree
[DLTR] Dollar Tree
(this should be read as a companion piece to the Dollar General post from a [...]
Continue reading →[DG] Dollar General
yet another Dollar General take
In Scottsville, Kentucky at the dawn of World War 2 the market for “selling the [...]
Continue reading →[ADYEN] Adyen N.V.
some thoughts on Adyen
Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting [...]
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