In May I wrote about K-Tron, a boring niche company that deals with material handling machines and crushing equipment. 3 months later, to my surprise and pleasure, the company has kept chugging along to new highs.
Continue reading...Sunday, June 1, 2008
Enoch Ko from The Wealth Accumulator brought up some very good questions related to my K-Tron analysis and wrote a interesting follow up post on Thinking About Growth. So while the topic of growth was still on my mind, I decided to revive a couple of old posts I had written in February.
Continue reading...Thursday, May 29, 2008
Gone are the days where people wearing coats, gloves and nets in their hair, stood in a line counting/measuring and packaging nuts & bolts, grain, chemical, pills, food etc. Nowadays, factories, companies, assembly lines all automate for precision and efficiency. How? With feeders,conveying systems and other related equipments handling bulk solids. I find the business boring don't you? Yet, I am excited by this boredom.
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Tuesday, August 12, 2008
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