Insider Stocks · For members
An entry from my investing journal, for members.
Previous management bet on machines over people and raised prices into an inflation squeeze. Brian Niccol reversed all of it. Two years in, here's how the turnaround is going, and why I'm still not a buyer at today's price.
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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