Interviews

Interview with Air Products IR [APD]

[Mun Sheih requested not to be recorded, so a transcript is not available. Interview Date: July 9th, 2020] Mun Sheih is the head of IR at Air Products. The biggest takeaways of the call were (1) you can utilize “piggybanking” and “density strategies” to drive incremental margins in regions where there is an on-site presence; …

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Interview: Call with AutoNation IR [AN]

AutoNation is one of those surprisingly resilient companies that isn’t talked about enough. It was founded in 1996 by none other than Wayne Huizenga. Prior to AutoNation, he founded Waste Management and was instrumental in its astronomical growth. Prior to Waste Management, he co-owned Blockbuster Video back when it was one of the best performing …

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Interview with Carriage Services CFO/Head of IR

This is the first of what will hopefully be many interviews that I regularly conduct to supplement my research. Writing is a big part of my investment process and I’ve found that writing these memos has allowed me to take away much more than simply having a one-hour phone conversation. The obvious next step was …

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