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Scale Economics
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Scale Economics
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NFLX
Netflix won the streaming war; the question is what victory is worth.
Hold · 2026-05-03
SYY
Sysco is a great logistics business priced like one — no margin of safety here.
Hold · 2026-05-04
EFX
Oligopoly bureau with a workhorse in Workforce Solutions, but priced for sunshine.
Hold · 2026-05-04
WTW
Decent broker franchise, ugly capital structure, priced as if it were Marsh.
Avoid · 2026-05-05
GWW
A great business at a fair price, but the market already knows it.
Hold · 2026-05-04
MSI
Wonderful public-safety franchise priced like a SaaS darling — wait for a better entry.
Hold · 2026-05-04
TMO
World's lab-tools toll booth at half intrinsic value with patient capital.
Buy · 2026-05-04
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