(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
[TECH] Bio-Techne
[TECH] Bio-Techne: part 1
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This is the first part of a two-part post. I wanted to better understand the [...]
Continue reading →[MRVI] Maravai
[MRVI] Maravai Lifesciences
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Hi everyone,My friend @LibertyRPF, who writes the eclectic newsletter, Liberty’s Highlights) recently interviewed me. Check [...]
Continue reading →[APPF] AppFolio
AppFolio and the business of property management software
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(Note: Several weeks ago, MBI and I recorded a podcast conversation about AppFolio. You can [...]
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scuttleblurb 2024 content review
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Happy holidays everyone, This post will kick off an annual tradition where I provide brief [...]
Continue reading →[SNA] Snap-On
[SNA – Snap-On] when brand meets distribution
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Snap-On’s origin coincides with that of the US auto industry. In 1920, an engineer by [...]
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