Archive - Andvari’s Substack

November 2024

Copart Q1 2025 Update

Trends Remain in Place; Plus, New Data on Time for Safety Features to Fully Penetrate Auto Fleets

Nov 24 •

The Original Incentive Plans of General Motors and Du Pont

In 1920, over one hundred years ago, Alfred Sloan inaugurated the decentralization of General Motors.

Nov 17 •

Jack of All Trades, Master of None

A Look at Litton Industries in the Mid-20th Century

Nov 10 •

Howard Johnson's

The Birth and Death of the OG in Restaurant Franchising

Nov 3 •

October 2024

Tyler Technologies Q3 2024 Update

Cloud Transition Continues Apace

Oct 27 •

Tobacco Advertising and Marketing from 1913-1994

Cigarette Brand Decline Curves

Oct 22 •

Q3 2024 Andvari Letter: Gathering Into the Fold

How Programmatic M&A Can Add Value in Pest Service, Insurance Broking, and Vertical Market Software

Oct 13 •

Excising the Old

Clayton Dubilier's LBO of IBM's Printer Division

Oct 6 •

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