Month: July 2020

Issues Analyzing Companies From the Outside [XPO Logistics]

Think of this post as an extension of the fragmented XPO discussion we’ve been having across various posts. I’m not going to provide a background on the industry or anything since I have covered that in previous posts. To get you up to speed, find Part 1 of my post on Trucking here and Part …

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Mid-Year Review [July 2020]

I hesitated before deciding to write mid-year review of some of the companies I talked about because I do not want this blog to be seen as a place to receive stock tips or buy/sell recommendations. Rather, I consider this blog as a real-time journey into my research process. Sometimes I encounter a really great …

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On Aggregators, Marketplaces and Value-Added Pricing [CARG, CARS, TRUE, etc.]

I’ve known about Craigslist for a while, but it was only recently when I started musing about just how powerful of a business it is. To give you some background, Craigslist was founded in 1995 by Craig Newmark and the site remains relatively unchanged from its founding. For those who are unfamiliar, it is described …

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