(862 words) GBX (1/6/17) The industry’s long-term average railcar deliveries are around 45k-50k units/year, so even after the decline from ~82k deliveries in 2015 (tank cars for crude and railcars for coal got smoked as commodities cracked), 2016’s 60k units are still running above normalized levels as units have been since 2012. GBX’s own backlog […]
Tag Archives: GBX
[AZEK] Azek [JHX] James Hardie
[JHX] Will James Hardie’s big acquisition pay off?
In last summer’s building materials series, I explained how branded manufacturers, like James Hardie in [...]
Continue reading →scuttlebits [GWRE] Guidewire Software
[scuttlebit] Guidewire scales
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Continue reading →scuttlebits [WISE] Wise plc
[scuttlebit] Wise is probably going to be fine
What are scuttlebits? “we fundamentally believe whoever has the best infrastructure in this space will [...]
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Continue reading →[IT] Gartner
Is Gartner Doomed?
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Continue reading →scuttlebits [SCHW] Charles Schwab
[scuttlebit] Charles Schwab is so back
What are scuttlebits? Nobody talks about Charles Schwab anymore, but just two and a half [...]
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