Every few years, I parachute into the cybersecurity space and conclude my tour bewildered by the expanse of technology and reminded of familiar plotlines. There are new focal points and different players occupying the Magic Quadrant, but the basic script remains the same, with analysts and management teams touting arcane feature advantages, speculating on impending […]
Tag Archives: Cybersecurity
[ROP] Roper Technologies
[ROP] Roper Technologies
Hi everyone, I embedded audio of me reading this post. Let me know what you [...]
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Continue reading →[AME] AMETEK
[AME] AMETEK
AMETEK was birthed out of failure. After its predecessor, Manhattan Electric Supply Company, a supplier [...]
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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 [...]
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Continue reading →[GFL] GFL Environmental
GFL update
(all $ are Canadian unless otherwise specified) I first wrote up GFL nearly 2 years [...]
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