Live Nation’s business model is unique, contextually rich, and complicated. While I think this is a decent business – to see this you have to consider all its parts, some of which are mediocre on a standalone basis, as an interlocking whole – I don’t think the purported “platform” is as interesting as I initially […]
Tag Archives: Vertical Integration
[TREX] Trex [AZEK] Azek
Building materials: part 2b (TREX, AZEK)
Related posts:Building materials: part 1Building materials: part 2a (LPX, JHX)Next month, I’ll conclude this series [...]
Continue reading →Building materials [LPX] Louisiana Pacific [JHX] James Hardie
Building materials: part 2a (LPX, JHX)
Related post: Building materials: Part 1In the 1967 film The Graduate, a young Dustin Hoffman [...]
Continue reading →Building materials BXC
Building materials: part 1
Many of the companies I discuss on this blog are not just good businesses, but [...]
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Continue reading →[MKTX] MarketAxess
[MKTX] MarketAxess
I first wrote about fixed income trading platforms in 2020. To recap: this market has [...]
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Continue reading →[XPEL] Xpel
quick Xpel update
Original post: [XPEL] Xpel (4/1/24)I bought some XPEL shares in March and wrote some nice [...]
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