Tag Archives: MRC

FAST URI Quick Blurbs

QUICK BLURBS [Ashtead, FAST, MSM, URI, ZN]
July 24, 2017

[ZN – Zion Oil and Gas] Heard about this stock on a podcast; I doubt[...]

ASHG

[ASHG] CHEAP STOCK OR VALUE TRAP?
July 14, 2017

“People always think more about how new ground can be broken than they think about[...]

SAMPLE POSTS AMZN

[AMZN] EXPLANATIONS MATTER
July 6, 2017

 “Theories are nets cast to catch what we call ‘the world’: to rationalize, to explain,[...]

INTU

[INTU] KIND OF INTO IT
June 27, 2017

(4,382 words) It seems not too long ago, business arrangements between application providers were called partnerships….now[...]

SAMPLE POSTS VRSK

[VRSK] HIGH QUALITY CASH COW, LIMITED REINVESTMENT OPPORTUNITIES
June 16, 2017

(2,414 words) When evaluating the competitive advantage of a data-based analytics business, three important questions[...]

MA

QUICK BLURBS [ADNT, JLL, MA, MRC, SNI]

Posted on by scuttleblurb
(2,218 words) [MA] In 2009, the Unique Identification Authority of India (UIDAI) launched an ambitious nationwide program to collect all 10 fingerprints, iris scans, a photo, and all sorts of personal information from each of its 1.2bn citizens in a central database, with a unique 12-digit ID number assigned to each record.  The goal was to […]
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MRC

[MRC, CF] CLOSER TO ENTRY

Posted on by scuttleblurb
(2,310 words) Among a fragmented base of competitors, MRC is the largest distributor of pipes (15% of revenue), valves (38%), fittings and flanges (45%) (PVF) to the oil and gas sector, with over 3/4 of its revenue coming from North America.  The company pools orders across its 17k customers (the largest customer is ~8% of […]
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