Archive - Andvari’s Substack

The Long Road From Metro-Tel to EVI Industries

Back in 2015, a shareholder with a long-term vision began to acquire a controlling stake in a tiny company.

Jun 22 •

TransDigm: The Early Years

Developing the Playbook and Applying it With Consistency

Jun 15 •

MSA Safety: The Original "Picks and Shovels" Company

The picks-and-shovels investing theme is a favorite of mine.

Jun 8 •

Kingsway: A Search Fund in Public Company Clothing

On the Hunt for Small Businesses

Jun 1 •

May 2025

April 2025

Still Submerged

Pool Corp's 1Q 2025 Results

Apr 27 •

History of Booz Allen Hamilton: Part III

Apr 20 •

Q1 2025 Andvari Letter

Strength and Durability

Apr 4 •

March 2025

History of Booz Allen Hamilton: Part II

Going Public, Going Private (1970-1980)

Mar 23 •

History of Booz Allen Hamilton: Part I

The First 56 Years (1914-1970)

Mar 16 •

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