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Tachy’s Stack

Tachytelic Turtle

Thoughts on businesses and companies, no investment advice.

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Issues5Founded3 years agoLast Issue2 years ago
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Latest Issues

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...

2 years ago
6
6

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...

3 years ago
4
1

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...

3 years ago
4
9

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3 years ago

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