I don’t think there’s anything to do here given the lofty valuation (30x on what feel like peak earnings), but I like this company and thought it was worth a quick shout out. Old Dominion is an incredibly well-run business staffed with high-caliber folks who care deeply about their work. The first thing to understand […]
Tag Archives: LTL
[TECH] Bio-Techne
[TECH] Bio-Techne: part 1
February 12, 2025
This is the first part of a two-part post. I wanted to better understand the [...]
Continue reading →[MRVI] Maravai
[MRVI] Maravai Lifesciences
January 27, 2025
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
January 6, 2025
(Note: Several weeks ago, MBI and I recorded a podcast conversation about AppFolio. You can [...]
Continue reading →SAMPLE POSTS
scuttleblurb 2024 content review
December 26, 2024
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
December 12, 2024
Snap-On’s origin coincides with that of the US auto industry. In 1920, an engineer by [...]
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