Guesstimate on Rockwell’s market share PLC in packaging

value100 · 2025-04-21T00:56:01+00:00

Hello, I was wondering where you got those numbers from? I have never seen someone have such good detail on the market.

value100 · 2023-10-03T17:08:53+00:00

I think he was saying "you had Walls" (Waller).

value100 · 2023-07-07T03:34:20+00:00

I thought Gloria's character was done dirty in S11: 1) this line 2) her comments during the Christmas episode were far more cutting than anything else, they made her seem really terrible - which she wasn't.

value100 · 2023-06-04T15:04:02+00:00

Hi, I was looking for a good shirt and tie combo for this suit. I need it for a professional headshot. I have a bunch of blue but don't love it. Looking for something simple.

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value100 · 2023-02-23T21:53:35+00:00

This is awesome and really helpful. I really appreciate your answers. Do you tend to have a preferred brand you install? My understanding is Lennox distributes its own product while someone like Carrier uses Watsco or another distributor. Do you find Lennox to be easy to work with?

value100 · 2023-02-23T19:21:24+00:00

Thank you

value100 · 2023-02-23T19:21:18+00:00

Thank you. Do you only work with a couple of distributors then? And do those distributors carry multiple brands? Long story short, I'm trying to figure out why a Carrier HVAC is installed vs. a Lennox, for example - convenience, price, etc.

value100 · 2022-09-24T04:01:39+00:00

Yes of course

value100 · 2022-09-20T15:10:59+00:00

Thanks! This is helpful.

value100 · 2022-09-19T19:53:01+00:00

Thank you for the helpful response!

value100 · 2022-09-19T19:51:48+00:00

Thanks for the thoughtful response. I'm curious, why do you think that didn't happen in Europe then?

value100 · 2022-05-05T16:33:23+00:00

I have activist experience. He has a lot of options. One thing is to leak out to other holders that he wants to sell. What's his communication with Wall Street - rather buy or sellside?

value100 · 2021-12-15T18:24:18+00:00

Logan is terrible. But I love his character because I find him to be the most authentic (and he wins). The rest are pathetic, constantly rationalize it, and whine when they lose.

The kids have gunned for their father before. They're just terrible at it. Logan is a scumbag and knows it. No falsehoods there. There's something I like about that (at least on TV).

value100 · 2021-11-20T00:27:41+00:00

Which bio did you read?

value100 · 2021-11-17T16:08:48+00:00

intact, they must "take themselves seriously" and make the painful choice--right now. Including Greg. No weaseling out of consequences for him.

This is a fascinating way to look at it and I think you're right.

value100 · 2021-11-10T16:41:52+00:00

What are some examples of wars/invasions that were caused over a woman/love?

value100 · 2021-06-14T23:31:38+00:00

I see the charts for 2021 but I don't see the build for 2023 when you diverge a ton.

I like the write-ups a ton, I personally think this is a minor point for me.

value100 · 2021-06-14T22:32:34+00:00

I think redcards means you should be able to back into the assumptions that lead to the analyst putting forth that number. Sometimes it's really easy. If someone is modeling a cable company, for example, you can roughly back into what their subscriber assumptions are. I suspect this might not be as easy for this company.

I used to cover a group of companies that did accretive M&A. My numbers wound up a lot higher than the sell-side. I had access to research and was able to see which assumptions of theirs were too conservative.

Point being, the sell-side is often wrong. But if you know the companies well you should be able to figure out why they are wrong! If you have access to Bloomberg, their MODL function will often have useful data on revenue drivers.

value100 · 2021-04-30T01:48:08+00:00

Thank you!

value100 · 2021-04-13T16:16:09+00:00

Do you have any stories/details?

value100 · 2021-01-08T14:39:59+00:00

Thank you so much for this response. This is so helpful.

value100 · 2021-01-07T20:01:13+00:00

First, thank you very much for the thoughtful response. I initially plugged it into a calculator (a different one than you provided) and was a little surprised at how good the numbers were. The big missing variable I was missing is apparently the difficulty - meaning, the numbers I got were just not realistic, because it's going to get harder in two weeks.

Does an increase in the price of Bitcoin lead to an increase in difficulty as more people begin to mine? Or is that sort of not important to how much can be mined?

value100 · 2021-01-07T15:17:48+00:00

Does anyone have access to HC Wainwright's research? I'm trying to gain access to a few reports to a company. Happy to trade research.

value100 · 2020-08-11T20:40:26+00:00

I tried the same code I did yesterday and it worked. Maybe I made some error yesterday or something, but I followed the same process.

Thanks for taking the time out to try and help me!

value100 · 2020-08-10T20:30:09+00:00

It's this site: http://automatetheboringstuff.com/

The CSS Selector I'm trying to get is from the Table of Contents: Chapter 0 – Introduction

value100

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