Welcome to Episode 17 of the Know What You Own Podcast. On today’s episode, we discuss a company serving critical infrastructure markets that has undergone a major corporate transformation. We explore its evolution and the end markets it serves, including energy, transportation, telecommunications, water, and utilities.
Know What You Own – Episode 17: From Oil Services to Infrastructure Read More »
Welcome to Episode 16 of the Know What You Own Podcast. On today’s episode, we dive into the takeaways from the start of Q1 earnings for CNR, CP, and DIS.
Know What You Own – Episode 16: 2026 Q1 Earnings Read More »
Welcome to Episode 15 of the Know What You Own Podcast. On today’s episode, we review Genuine Parts Company and the planned spinoff of its industrial distribution business, Motion.
Know What You Own – Episode 15: Genuine Parts Co. – Under the Hood of NAPA Read More »
Welcome to Episode 14 of the Know What You Own Podcast. On today’s episode, we discuss the conflict in Iran and the continued selloff in software companies.
Know What You Own – Episode 14: Iran and the Selloff in Software Read More »
Welcome to Episode 13 of the Know What You Own Podcast. On today’s episode, we unpack another wave of quarterly earnings. We talk about PEP, DIS and HII.
Know What You Own – Episode 13: More 2025 Q4 Earnings Read More »
