Investors are once again genuflecting before the altar of Malone. Here’s the bull case: to combat Amazon, traditional retailers are increasingly pursuing omnichannel strategies (selling their products online for delivery or customer pickup + bric & mortar) and adopting drop-shipping solutions as part of their online fulfillment process. Drop-shipping allows products ordered by a retailer’s […]
Tag Archives: CHUBK
[XPEL] Xpel
[XPEL] Xpel Inc
I spent several weeks speaking with 70 automotive paint protection film (PPF) installers to better [...]
1 Comments
Continue reading →[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 Comments
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 Comments
Continue reading →