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"Like Tears in Rain"
Innovation, Domination, & Obsolescence
Aug 21, 2024
•
Douglas Ott
20
2
2
Ingredion
A Low-Multiple, High Value-Added Business Near Inflection
Jun 9
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Douglas Ott
13
1
Think! or Surrender!!
The Life and Wisdom of H.O. Hirt, Co-Founder of the Erie Insurance Exchange
Apr 30
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Douglas Ott
20
4
Remembering Marlboro Friday
The 33rd Anniversary
Mar 22
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Douglas Ott
23
2
1
Tyler Technologies Investment Report
Artificial Intelligence: Threat or Opportunity?
Feb 15
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Douglas Ott
10
1
3
Most Popular
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Copart's Cash Continues to Grow
May 25, 2025
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Douglas Ott
36
5
2
Constellation Software: A People Business
Nov 3, 2025
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Douglas Ott
37
2
4
Seeing Beyond Copart's Recent Weakness
Sep 8, 2025
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Douglas Ott
21
2
6
An AI Skeptic's Primer
Feb 7
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Douglas Ott
26
2
7
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An AI Skeptic's Primer
From an investment standpoint, the biggest problem with AI is the extraordinary hype surrounding it over the last three years. Almost everyone thinks…
Feb 7
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Douglas Ott
26
2
7
2025 Portfolio Review
Looking Backwards, Looking Forwards
Feb 3
•
Douglas Ott
24
3
General Radio's Grand Experiment: Part II
The transition of General Radio’s business from the 1950s into the 1970s was marked by escalating competition and a pivotal shift from producing manual…
Jan 16
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Douglas Ott
6
1
General Radio's Grand Experiment: Part I
Melville Eastham’s Vision and the Genesis of Electronic Measurement
Dec 14, 2025
7
1
1
Cranberries & Ocean Spray: Part II
This is part II of my series on the business history of cranberries and Ocean Spray.
Nov 25, 2025
1
Cranberries & Ocean Spray: Part I
Although Halloween is now a distant memory, it is still decorative gourd season. Thanksgiving in the United States will be upon us soon, heralding the…
Nov 16, 2025
•
Douglas Ott
5
The Story of Amphenol: 1992-2004
This is Part VII of my series on the history of Amphenol.
Nov 10, 2025
7
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Flyover Stocks
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The Brooklyn Investor
BrooklynInvestor
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