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How Pool stacks up to Watsco
MBI and I recorded an episode of Never Sell recently (Big Tech Earnings) (Spotify, Apple, YouTube, RSS feed)
Feb 13
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Remitly looks interesting
It may not be entirely fair to think of Wise as “cross-border transfers for yuppies”, but that’s just where my mind goes.
Feb 4
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[KNSL] Kinsale is built for speed
One way to carve up the investment universe is between standardized products, like index funds, that run on fixed rules and scale effortlessly, and…
Jan 26
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thoughts on Watsco
While investors continue to be enthralled by AI and all things Tech, I can’t help but think there are easier opportunities being overlooked in boring…
Jan 16
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scuttleblurb business update (2025)
I’m sure you’re sick of these annual newsletter recaps by now, so I’ll keep mine brief.
Jan 8
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[ODFL, SAIA, XPO] the LTL carriers are going to be ok
If I were to tell you about a company whose main job is to move freight from one place to another and whose primary assets consist of trucks and…
Jan 5
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[AVTR] a poor man’s Thermo Fisher
Avantor is like Thermo Fisher in some respects.
Dec 22, 2025
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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.
Dec 19, 2025
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