Phil Ordway Profile picture
Managing Principal, Anabatic Investment Partners LLC
Feb 4, 2021 7 tweets 3 min read
Here are the files mentioned in yesterday's thread:

drive.google.com/file/d/1wNXJc2…

drive.google.com/file/d/1zKk6L5…

All errors, typos, etc. are mine. I put this together when I was young, dumb, and naive (that was the point!), so be nice.

@Prashanth_Krish @Sg423Sg @kgao1412 @ROIChristie

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@Prashanth_Krish @Sg423Sg @kgao1412 @ROIChristie These aren't much updated, and they're about a decade old. They're also not user-friendly at all. Sorry.

I also want to make a comment on the usefulness of this.

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May 16, 2019 10 tweets 2 min read
Two weeks ago I read Caro’s new book, “Working: Researching, Interviewing, Writing.” It’s exceptional – no surprise there. I put it down and just went back to skim the parts I had highlighted. Several things stand out. “My books are an examination of what power does to people. Power doesn’t always corrupt. But what power always does is reveal.”
Dec 20, 2018 5 tweets 1 min read
As a fan and student of all things Costco, or for anyone interested more broadly in business or agriculture, this is really, really interesting.

Costco's 100 Million Chickens Will Change the Face of Nebraska

civileats.com/2018/12/11/cos… And speaking of $COST and the Midwest, I recently learned that the company entered the region more than 20 years ago but is just now making money in aggregate. Each store has a 4-5 year breakeven period, and the growth rate has been steady and substantial over 2+ decades.