Andy
bizalmanac
Old Dominion, $ODFL, stands out among transportation businessesCapital allocation, operational execution, management / ownership all top notchBelow from their most recent deck More on ODFL from their 2020-08-19 Investor Deck1/
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1/ Highlights and takeaways from Spotify, $SPOT, presentation's at the Bank of America Conference, 9/10/2010, belowThe Company is led by founder, Daniel Ek, whose interview on @InvestLikeBest provides background on
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1/ In their 2019 paper, Complexity Investing, NZS suggests that, “products, services…can be optimized for RESILIENCE…cash generative businesses that...fund a series of OPTIONAL investments…” Thermo Fisher, $TMO, epitomizes this st
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