The Dirt on a Quiet Compounder Hiding in Plain Sight
This vertically integrated U.S. manufacturer owns its raw materials, controls its entire supply chain, and could actually benefit from tariffs.
What I’m about to say might trigger a few of you to unsubscribe…but here it goes:
I’m not a cat person.
I don’t hate cats, but I wouldn’t own one. They’re too snobby for me. I’m a dog person. Sure, they’re high maintenance, but the companionship and unconditional love? Unmatched. Even by us humans.
This is Nagnush, he enjoys sun bathing.
