(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
[EFX] Equifax [EXPN] Experian [FICO] Fair Isaac [TRU] TransUnion
Consumer credit bureaus and FICO
Each of the 3 major US consumer credit bureaus (CCBs) – Equifax, Experian, and Transunion [...]
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Continue reading →[UHAL] U-Haul
[UHAL] U-Haul
U-Haul is a weird company. It rents moving equipment and self-storage space but also sells [...]
Continue reading →[DLTR] Dollar Tree
[DLTR] Dollar Tree
(this should be read as a companion piece to the Dollar General post from a [...]
Continue reading →[DG] Dollar General
yet another Dollar General take
In Scottsville, Kentucky at the dawn of World War 2 the market for “selling the [...]
Continue reading →[ADYEN] Adyen N.V.
some thoughts on Adyen
Before exploring the competitive concerns that have sent shares cratering nearly 60%, it’s worth reflecting [...]
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