Tachy’s Stack
Tachytelic TurtleThoughts on businesses and companies, no investment advice.
| Platform |  | Pricing | Only free issues | Publishes | Infrequently |
|---|---|---|---|---|---|
| Issues | 5 | Subscribers | Read | tachytelic.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Optical Cable Corporation - Differentiated Cables and Infrastructure to Leverage.
Originally developed for military tactical use, highly survivable tight buffered fiber optic cables were quickly adopted in industries such as oil & gas and mining, where their ruggedness and lack of sparking risk helped reduce the cost of ...
Rockwool A/S - Rock Solid Economics Obscured by Short Term Margin Pressure.
Seldom thought about, insulation plays a key role in the life of almost every human on Earth. From climate-controlled shelter, heat, cold, fire and corrosion protection in industrial use cases, to noise dampening the material is quasi omnip...
Siltronic AG - Unexpectedly High-Quality In A New Regime
Over a decade ago the semiconductor wafer (a.k.a. substrate or slice) market was characterised by brutal cyclicality, where prices and volumes would fall significantly during downturns, threatening substrate manufacturers’ existence. Since ...
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Not your garden variety business turtle.
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