(862 words) GBX (1/6/17) The industry’s long-term average railcar deliveries are around 45k-50k units/year, so even after the decline from ~82k deliveries in 2015 (tank cars for crude and railcars for coal got smoked as commodities cracked), 2016’s 60k units are still running above normalized levels as units have been since 2012. GBX’s own backlog […]
Tag Archives: GBX
[CRL] Charles River
[CRL] Charles River
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Continue reading →[FOUR] Shift4
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Continue reading →[TECH] Bio-Techne
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Hi everyone, some things:1) Episode 3 of the Never Sell podcast (a monthly investment conversation [...]
Continue reading →[TECH] Bio-Techne
[TECH] Bio-Techne: part 1
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Continue reading →[MRVI] Maravai
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Hi everyone,My friend @LibertyRPF, who writes the eclectic newsletter, Liberty’s Highlights) recently interviewed me. Check [...]
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