Archive - Andvari’s Substack

Kingsway: "Finally Time to Play Offense"

Kingsway, the only publicly traded U.S.

Aug 10

The Story of Amphenol: 1958-1971

This is part two of my series on the history of Amphenol.

Aug 3 •

July 2025

The Next Giant of CoStar?

CoStar's Residential Competitors Facing Renewed Scrutiny

Jul 24 •

The Story of Amphenol: 1932-1958

Founded by Arthur J. Schmitt and riding the tailwinds of electronification ever since.

Jul 20 •

An AI Journey to Improve My Investment Process

My review of Tenzing MEMO, an AI tool designed to get investment professionals up to speed quickly.

Jul 13 •

Jul 4 •

June 2025

Beretta: 500 Years of Family Ownership

In the annals of business history, few stories resonate with the enduring power and adaptability of Beretta.

Jun 29 •

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

Copart's Cash Continues to Grow

How Much is Too Much?

May 25 •

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