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Ep 394. Insider Purchases, Good vs. Bad Spinoffs, Commodities, and Ideas Geoff Has Passed On

Focused Compounding

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Transcat's Transition to a Service-Based Business

Transcat was going to make it transition into a more service-based company. The business has not changed and certainly not until the last few years. There's tons of examples of stocks where that happened I don't see It's really underperformed in terms of how quick that transition is versus what I expected And yet the stock has done better than I would have expected So business not as good as I expected bit stock better.

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