Andvari’s Substack
Douglas OttMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 78 | Founded | 3 years ago | Last Issue | a month ago |
| Active | |||||
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andvari.substack.comLatest Issues
Think! or Surrender!!
Eventually there is the occasional rare person who builds an enterprise that lasts and grows for generations. One of these particular rare persons started as a school teacher in the early 1900s, got tuberculosis, went back home to be close...
Remembering Marlboro Friday
Back page ad for Marlboro for the November 14, 1966, edition of Sports Illustrated.
Nearly 33 years ago, on the Friday morning of April 2, 1993, Philip Morris USA, the U.S. tobacco division of Philip Morris Companies Inc., announced it wou...
Tyler Technologies Investment Report
“Trailing Texas Cattle” by Frederic Remington (1904)
As of 8 months ago, Tyler’s share price was above $600 and it’s now down to $304 (as of 2/14/26) due to fears of AI affecting its business. That said, my employer Andvari Associates has...
An AI Skeptic's Primer
The photo above is of the Trundholm sun chariot, a Nordic Bronze Age artifact dated to about 1400 BC. It’s likely a representation of Skinfaxi, the horse that pulled Dagr (the personification of day) across the sky (Wikipedia).
People have...
2025 Portfolio Review
“Breaking Home Ties (Boy and Father Sitting on Truck)” by Norman Rockwell for the September 25, 1954, cover of The Saturday Evening Post.
During 2025 I continued to own three vertical market software companies: Constellation Software (CSU/...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
I work for Andvari Associates and I like to read and write about business history in my spare time
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