Archive - Andvari’s Substack

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

Copart Q1 2025 Update

Trends Remain in Place; Plus, New Data on Time for Safety Features to Fully Penetrate Auto Fleets

Nov 24, 2024 •

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 •

Jack of All Trades, Master of None

A Look at Litton Industries in the Mid-20th Century

Nov 10, 2024 •

Howard Johnson's

The Birth and Death of the OG in Restaurant Franchising

Nov 3, 2024 •

October 2024

Tyler Technologies Q3 2024 Update

Cloud Transition Continues Apace

Oct 27, 2024 •

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