Two Natural Cap

Two Natural Cap

Home
Archive
About

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

Is Tesla like Apple?

Bill, Network Effects?, and Repeat Transactions

Samsara, IoT, and Pricing Power

Walmart, Inflation, and Ads

Krispy Kreme, the Hub and Spoke Model, McDonald's, and Net Leverage

Toast, Recession Hedges, and the Flywheel

Shopify, Physical POS, and Buy with Prime.

© 2025 Two Natural Capital
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share