Sitemap - 2023 - Two Natural Cap
Perimeter Solutions $PRM: The Transdigm Model Gone Astray?
Louisiana Pacific: An Update on Two Quarters of Earnings $LPX
Occidental, Enterprise Rebalancing, and Preferred Stock $OXY
Lamb Weston: Can a McDonald's French Fry Supplier be like Transdigm? $LW
Bill $BILL: Thinking Long-Term When Rates are 4%
Global-e $GLBE: Powering Cross-Border Commerce for LVMH, Adidas, and Shopify
Samsara ($IOT), Operating Leverage, and the Potential EV Problem: An Investor Day Update
BNED: The College Bookstore Business and the Threat of Non-Consumption
Louisiana-Pacific, Berkshire, and the Housing Shortage. $LPX
Bill, Network Effects?, and Repeat Transactions
Samsara, IoT, and Pricing Power
Krispy Kreme, the Hub and Spoke Model, McDonald's, and Net Leverage