Share this postInvestingrichardtoad.substack.comCopy linkFacebookEmailNoteOtherInvestingRichard ToadMar 21, 20232Share this postInvestingrichardtoad.substack.comCopy linkFacebookEmailNoteOtherShareHow-to’sAdvice for Junior Buy-sidersGenerate Stock Ideas QuicklyHow to Generate a Variant View?What Not to Do in a Stock PitchGeneralist vs. SpecialistMoat GOATsSpecialty distributors (GWW, POOL, WSO, FAST)Copart (CPRT)Old Dominion Freight Line (ODFL)Otis Elevators (OTIS)TechnologyAI's Impact on the Software IndustryCoatue’s 2024 EMW (East Meets West) takeaways - public and private tech trendsBill Gurley blasts Capitol HillTelecom / Cable IndustryBill Gurley on Internet BusinessesBusiness Trends in China - My Field WorkFinancial InstitutionsThe Rapid and Epic Demise of Silicon Valley Bank (SVB)ConsumerHomebuilder TrendsHealthcareThe U.S. Health Crisis: How Big Food and Big Pharma Are F*cking Us Up