[AHT] Ashtead, [URI] United Rentals

[URI] United Rentals

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I.United Rentals rents equipment that customers use to build and maintain commercial structures – office buildings, refineries, bridges, roads, etc. This includes general construction equipment, things like bulldozers, backhoes and excavators that dig and move dirt and rubble on construction sites…Source: Equipmentshareaerial work platforms – scissor and boom lifts – that carry workers to high […]

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[TXN] Texas Instruments

[TXN] Texas Instruments

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I.I was first introduced to Texas Instruments by my dearest high school friend:Only years later would I learn that this wonder was but a thin product sliver within the TI complex, lumped in the stagnant “Other” catch-all segment that today accounts for just 5% of profits, with the other 95% coming from analog semiconductor chips.Most […]

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[SPOT] Spotify, [UMG] Universal Music, [WMG] Warner Music

[UMG, WMG] record labels and the music industry: opportunities and challenges

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I.Every few years, this graphic from the Recording Industry Association of America (RIAA), reproduced by Matthew Ball, makes the rounds:It shows how a 15-year decline in recorded music revenue, precipitated by the cannibalistic effect of free downloads, is being reversed by the rise of subscription fees from digital streaming providers (DSPs). As I detailed in […]

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[ODFL] Old Dominion

[ODFL] Old Dominion and less-than-truckload

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Let’s say a parts supplier needs to get a full trailer of parts from its facility in Boston, MA to an OEM manufacturing plant in Los Angeles, CA. One way to do this would be to hire a full truckload (FTL or just TL) carrier, most of them owner-operators with 1 to 5 trucks in […]

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[CRM] Salesforce

[CRM] Salesforce

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Customers are the lifeblood a business and Salesforce touches just about every nook of software that has anything to do with finding, acquiring, and supporting them.  The grandaddy of SaaS, Salesforce pioneered a cloud-hosted subscription model that altered not only when software vendors realize revenue but how they create value. With one-and-done license sales replaced […]

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[GFL] GFL Environmental

GFL and waste management

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(all $ is USD unless noted otherwise; CAD figures are converted to USD at $1 USD: $1.28 CAD)The waste management business isn’t hard to understand conceptually, though to get a felt sense of the territory probably requires a bunch ground level inside knowledge because the competitive dynamics differ so much by market. Still, the publicly […]

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[CPRT] Copart

[CPRT] Copart

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When a car gets into accident, an insurer must decide whether to repair it or cut a check to the claimant for the pre-accident value and recoup whatever it can by sending the car to a salvage auction. In the US, that salvage auction is most likely operated by Copart or IAA, who each handle […]

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