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TransDigm: The Early Years
Developing the Playbook and Applying it With Consistency
Jun 15
•
Douglas Ott
16
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TransDigm: The Early Years
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MSA Safety: The Original "Picks and Shovels" Company
The picks-and-shovels investing theme is a favorite of mine.
Jun 8
•
Douglas Ott
17
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MSA Safety: The Original "Picks and Shovels" Company
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4
Kingsway: A Search Fund in Public Company Clothing
On the Hunt for Small Businesses
Jun 1
•
Douglas Ott
16
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Kingsway: A Search Fund in Public Company Clothing
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2
May 2025
Copart's Cash Continues to Grow
How Much is Too Much?
May 25
•
Douglas Ott
31
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Copart's Cash Continues to Grow
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5
Expert Interview on the 180-Year-Old Business of Lindt & Sprüngli
How to View a Consumers Staples Business
May 18
•
Douglas Ott
13
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Expert Interview on the 180-Year-Old Business of Lindt & Sprüngli
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1
Patience Wanes With CoStar's Residential Foray
A Continuing State of "Show Me the Money"
May 10
•
Douglas Ott
19
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Patience Wanes With CoStar's Residential Foray
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April 2025
Still Submerged
Pool Corp's 1Q 2025 Results
Apr 27
•
Douglas Ott
13
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Still Submerged
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2
History of Booz Allen Hamilton: Part III
1980-1998
Apr 20
•
Douglas Ott
8
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History of Booz Allen Hamilton: Part III
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1
Q1 2025 Andvari Letter
Strength and Durability
Apr 4
•
Douglas Ott
14
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Q1 2025 Andvari Letter
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March 2025
History of Booz Allen Hamilton: Part II
Going Public, Going Private (1970-1980)
Mar 23
•
Douglas Ott
8
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History of Booz Allen Hamilton: Part II
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History of Booz Allen Hamilton: Part I
The First 56 Years (1914-1970)
Mar 16
•
Douglas Ott
10
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History of Booz Allen Hamilton: Part I
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Crossing Bridges Before Coming to Them
Booz Allen Hamilton and Lessons From Sequestration in 2013
Mar 5
•
Douglas Ott
6
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Crossing Bridges Before Coming to Them
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