Independent Research, Turtles all the way down

Turtles all the way down

Independent Research

Writing short articles about mis-priced boring stocks around the world.

Equity Bottom-Up

<ul><li>In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here.</li><li>I will start doing that from now on. Something I did privately but not on the blog publicly.</li><li>Either because they have worked out and upside is no more attractive, or because the facts have changed.</li></ul>

In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here.I will start doing that from now on. Something I did privately but not on the blog publicly.Either because they have worked out and upside is no more attractive, or because the facts have changed.

<ul><li>First one is Vontier, its main business is a duopoly in gas station equipment and software.</li><li>Repair tools for ICE vehicles. Software and hardware for car washes, and some smaller miscellaneous businesses.</li><li>Some of which they will divest for probably several $100 million in proceeds. And they have a piece in EV charging infrastructure as well. </li></ul>

First one is Vontier, its main business is a duopoly in gas station equipment and software.Repair tools for ICE vehicles. Software and hardware for car washes, and some smaller miscellaneous businesses.Some of which they will divest for probably several $100 million in proceeds. And they have a piece in EV charging infrastructure as well. 

United States

Vontier Corporation operates as an industrial technology company. The Company offers environmental sensors, fueling equipment, field payment hardware, remote management and workflow software, vehicle tracking, and fleet management software solutions. Vontier serves customers worldwide.

Vontier Corp (VNT US)

Closing Some Idea's

In this post I tracked my performance on stock mentioned in my blog, and I would like to officially close some ideas here. I will start doing that...

Turtles all the way down

Some new stocks

First one is Vontier, its main business is a duopoly in gas station equipment and software. Repair tools for ICE vehicles.

Turtles all the way down