Archive - Andvari’s Substack

Crossing Bridges Before Coming to Them

Booz Allen Hamilton and Lessons From Sequestration in 2013

Mar 5 •

February 2025

The Mighty Florance

CoStar Group FY2024 Results: Margins Up, Growth Continues

Feb 23 •

Tyler Technologies FY2024 Results

Healthy Gov't Budgets, Cloud Transition On Schedule, Free Cash Flow at All Time Highs

Feb 16 •

Mettler-Toledo FY2024 Results

Return to Positive Revenue Growth with Highest Gross Margins Ever

Feb 9 •

Growing Optimism? Tariffs No Problem?

Selected CEO Quotes From Recent Conference Calls

Feb 3 •

Mastercard In the Flows

Reviewing FY2024 Results

Feb 2 •

January 2025

Part 1: From Gilded Age Dealmaker to Turnaround Artist

Jan 26 •

Q4 2024 Andvari Letter

Cell Tower REITs, CoStar, and Topicus

Jan 19 •

Reed & Prince Mfg. Co.

Founded in 1886, Still in Family Hands

Jan 5 •

December 2024

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