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[AVTR] a poor man’s Thermo Fisher
Avantor is like Thermo Fisher in some respects.
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Survey results + programming notes
Hi everyone – on Monday, I’ll share some thoughts on Avantor in my final post of the year.
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scuttleblurb survey
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[scuttlebit] Shift4’s organic growth
Last week, a reader and Shift4 shareholder messaged me, raising questions about the company’s organic growth methodology.
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Booz Allen and the business of defense – part 2
I left Part 1 with the observation that, starting in earnest around a decade ago, the federal government began encouraging procurement through a smaller…
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Booz Allen and the business of defense – part 1
MBI and I recorded an episode of Never Sell recently (Serial Acquirer ROIC, Fiserv Debacle and Management Credibility, Wise and Stablecoins) (Spotify…
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[scuttlebits] Trex is getting cheap
TREX is down nearly 60% since I first profiled the company last August.
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[scuttlebit] yet another Shift4 take
MBI and I recorded an episode of Never Sell recently (The Big Tech Capex Debate, Amazon Retail, Align’s Pricing Challenge) (Spotify, Apple, YouTube, RSS…
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investing
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