Now that the Avid Hog newsletter that Quan and I write has relaunched as Singular Diligence, we’ve changed how issues are made available. With Singular Diligence, as soon as you subscribe – you get access to the archived issues Toby puts up at Marketfy.
Also, unlike how we handled things with The Avid Hog, we are going to actually tell everyone what companies we’ve covered in past issues. So here are the archived issues that you get immediate access to when you subscribe.
Singular Diligence – Archived Issues
Progressive (PGR): A U.S. auto insurer that competes with GEICO online. Also the largest auto insurer in the independent agent channel.
Ark Restaurants (ARKR): Runs a small number of huge restaurants in landmark locations like: Union Station, Bryant Park, Faneuil Hall, casinos, and hotels. Also has an interest in the Meadowlands racetrack in Northern New Jersey as well as the food and beverage concession there.
Town Sports (CLUB): Runs urban gyms in New York City, Washington D.C., Boston, and Philadelphia under the “Sports Club” name.
HomeServe (London – HSV): A U.K. company that provides home emergency repair services using an insurer’s premium based model. Now also in countries like France and the United States.
John Wiley (JW.A): A publisher of books, textbooks, and academic journals. The vast majority of the company’s value is in its academic journals. The Wiley family has controlled the company for 207 years.
Village Supermarket (VLGEA): The second largest operator of “Shop-Rite” supermarkets. Stores are mostly in densely populated Northern New Jersey. Each store does about $1 million a week in sales.
If you have any questions about Progressive, Ark, Town Sports, HomeServe, Wiley, or Village – feel free to email me.