Lessons from a 1992 short-seller attack and the mechanics of "beating the fade"
Great post! Well done
So right and so helpful to illustrate this, thank you.
Good thought provoking post. To your list of possible signals, I'd suggest adding signs of pricing power. Although I don't have confirming evidence on Fastenal, my suspicion is that their customers value immediate in-stock availability over price.
Agreed. You could see it in their gross margins from the start!
Great post! Well done
So right and so helpful to illustrate this, thank you.
Good thought provoking post. To your list of possible signals, I'd suggest adding signs of pricing power. Although I don't have confirming evidence on Fastenal, my suspicion is that their customers value immediate in-stock availability over price.
Agreed. You could see it in their gross margins from the start!