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Q4 2024 Andvari Letter
Cell Tower REITs, CoStar, and Topicus
Jan 19
•
Douglas Ott
8
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Q4 2024 Andvari Letter
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Reed & Prince Mfg. Co.
Founded in 1886, Still in Family Hands
Jan 5
•
Douglas Ott
9
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Reed & Prince Mfg. Co.
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1
December 2024
Unwavering Principles
Joseph McKinney's Decision to Shrink Tyler Corporation in the Late 1980s
Dec 30, 2024
•
Douglas Ott
11
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Unwavering Principles
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Quality Over Quantity
Major Reuben Fleet of Consolidated Aircraft Corporation
Dec 22, 2024
•
Douglas Ott
2
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Quality Over Quantity
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How to Sell Zithers to the Mormons
Arthur J. Gallagher's Sales Culture and its Next Big Acquisition
Dec 15, 2024
•
Douglas Ott
10
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How to Sell Zithers to the Mormons
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Flat For Four Years: Hangover Stocks
IDEXX Laboratories, Brown-Forman, and Pool Corporation
Dec 8, 2024
•
Douglas Ott
16
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Flat For Four Years: Hangover Stocks
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Baltasar Gracián & Charlie Munger
Kindred Spirits Separated by Three Centuries
Dec 1, 2024
•
Douglas Ott
20
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Baltasar Gracián & Charlie Munger
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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, 2024
•
Douglas Ott
15
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Copart Q1 2025 Update
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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, 2024
•
Douglas Ott
4
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The Original Incentive Plans of General Motors and Du Pont
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Jack of All Trades, Master of None
A Look at Litton Industries in the Mid-20th Century
Nov 10, 2024
•
Douglas Ott
8
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Jack of All Trades, Master of None
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Howard Johnson's
The Birth and Death of the OG in Restaurant Franchising
Nov 3, 2024
•
Douglas Ott
8
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Howard Johnson's
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October 2024
Tyler Technologies Q3 2024 Update
Cloud Transition Continues Apace
Oct 27, 2024
•
Douglas Ott
10
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Tyler Technologies Q3 2024 Update
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