Blog
Long-form writing on what I'm learning and shipping.
2026
IAA: the salvage auction second fiddle that proved the network was scarce
v1Published 2026-07-03Updated 2026-07-03IAA: the salvage auction second fiddle that proved the network was scarce Copart is the clean version of the salvage-auction story. IAA is the messier one. That…
Saia and the LTL network still being built
v1Published 2026-06-26Updated 2026-06-26Saia and the LTL network still being built Saia is the right comparison after studying Old Dominion Freight Line2026-06-23 - Old Dominion Freight Line and the L…
Why I built an industry-analysis machine
v1Published 2026-05-11Updated 2026-05-11Why I built an industry-analysis machine I do not want one-off investment notes. One-off notes are useful in the moment, then they decay. You learn a company, m…