Freakonomics Radio (9/28/17; Why Larry Summers is the Economist Everyone Hates to Love) Larry Summers: (On infrastructure) “I think we’ve completely mismanaged infrastructure investment in the United States. It’s nuts that when interest rates are lower than they’ve been at any time in the last 50 years that we’re also investing less net of depreciation…it’s […]
Tag Archives: Franchisees
[VEEV] Veeva Systems
Veeva, AI, and regulated workflows
February 23, 2026
I recently recorded my annual podcast interview with @LibertyRPF, where I offer some thoughts on [...]
Continue reading →[POOL] Pool Corp.
How Pool stacks up to Watsco
February 13, 2026
MBI and I recorded an episode of Never Sell recently (Big Tech Earnings) (Spotify, Apple, YouTube, RSS feed) Having just written [...]
Continue reading →[RELY] Remitly
Remitly looks interesting
February 4, 2026
It may not be entirely fair to think of Wise as “cross-border transfers for yuppies”, [...]
Continue reading →[KNSL] Kinsale
[KNSL] Kinsale is built for speed
January 26, 2026
One way to carve up the investment universe is between standardized products, like index funds, [...]
Continue reading →[WSO] Watsco
thoughts on Watsco
January 16, 2026
While investors continue to be enthralled by AI and all things Tech, I can’t help [...]
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