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: Larry Summers
[ROP] Roper Technologies
[ROP] Roper Technologies
Hi everyone, I embedded audio of me reading this post. Let me know what you [...]
2 Comments
Continue reading →[AME] AMETEK
[AME] AMETEK
AMETEK was birthed out of failure. After its predecessor, Manhattan Electric Supply Company, a supplier [...]
1 Comment
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 [...]
1 Comment
Continue reading →[GFL] GFL Environmental
GFL update
(all $ are Canadian unless otherwise specified) I first wrote up GFL nearly 2 years [...]
1 Comment
Continue reading →