Substack

Phynvesting

Everything we have picked from this writer, newest first.

Owens Corning's roofing business has historically posted sharp EBITDA and share-price gains during El Niño storm years, as severe weather…

Phynvesting Sep 9

Espey Mfg. & Electronics, ESP, supplies sole-source power systems for Navy Virginia and Columbia submarines, retaining fixed-price…

Phynvesting Aug 19

Betterware de Mexico sells locally designed home organizers through direct sellers in informal neighborhoods, generating 67% gross margins;…

Phynvesting Jul 13

Constellium supplies aluminum-lithium alloy 2195 for Falcon 9 tanks and aerospace programs, with qualification barriers supporting…

Phynvesting Jun 30

Meridian Holdings (MRDN) operates online betting and casino platforms in 25 countries, arguing its long-standing licenses create a…

Phynvesting May 25

WidePoint manages 150,000 DHS mobile devices and telecom expenses, with a $3 billion contract award and carrier SaaS rollout positioned as…

Phynvesting May 3