Archive - Andvari’s Substack

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

Unwavering Principles

Joseph McKinney's Decision to Shrink Tyler Corporation in the Late 1980s

Dec 30, 2024 •

Quality Over Quantity

Major Reuben Fleet of Consolidated Aircraft Corporation

Dec 22, 2024 •

How to Sell Zithers to the Mormons

Arthur J. Gallagher's Sales Culture and its Next Big Acquisition

Dec 15, 2024 •

Flat For Four Years: Hangover Stocks

IDEXX Laboratories, Brown-Forman, and Pool Corporation

Dec 8, 2024 •

Baltasar Gracián & Charlie Munger

Kindred Spirits Separated by Three Centuries

Dec 1, 2024 •

November 2024

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