#recurring

Hermetic Library

@hermetic.com

18 hours ago

Π Day, Pi Day, 3.14, March 14 hermetic.com/hermene... #calendar #recurring #OTD #OnThisDay

2 1 0 0

Richford

@mrichalan.bsky.social

5 days ago

SinkySnap on Facebook

Persistent Pothole Problem on Priory Road, Hastings :( 🚌 🚌
#recurring #sinkhole #pothole #busroute

fb.watch/FKAt7dkoGS/?

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Emil Lazzaroni

@globalcompounders.bsky.social

1 week ago

48. The cartographers of the financial world For our forty-eighth episode, we're exploring a company that is the ultimate "tollbooth" business. Imagine you're a massive pension fund or an asset manager. How do you measure your performance? How do you decide how to invest in international stocks? [pause] You need a benchmark, a universal standard, a map of the financial world. Our company today creates those maps. And for the privilege of using them, they collect a small, recurring fee on trillions of dollars of global assets. We are talking about the financial data and index powerhouse... MSCI. When you hear the name MSCI ($MSCI), you probably think of their world-renowned stock market indices, like the MSCI World or MSCI Emerging Markets benchmarks. They are the creators of the yardsticks that a huge portion of the global investment industry, including countless ETFs and mutual funds, measure themselves against. But the real story behind MSCI is its evolution into a deeply embedded financial data and analytics powerhouse. The indices are just the beginning. The company operates a powerful, recurring-revenue "toll road" model, collecting fees based on the assets tied to its benchmarks. Furthermore, its suite of mission-critical risk analytics and ESG data tools are woven into the daily operations of the world's largest asset managers, creating incredibly high switching costs. But with the stock perpetually trading at a premium valuation, is the price of admission too high? We're running the numbers to determine if MSCI's formidable competitive moat makes it a must-own compounder or if its high valuation presents too much risk in a cyclical market.

📣 New Podcast! "48. The cartographers of the financial world" on @Spreaker #analytics #assetmanagement #benchmark #blackrock #compounder #data #esg #etf #finance #financial #index #investing #moat #msci #portfolio #recurring #risk #royalty #stock #valuation

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Hermetic Library

@hermetic.com

1 week ago

Greater Feast of Saladin, died March 4, 1193 at Damascus, Syria hermetic.com/hermene... #calendar #recurring #astronomical #OTD #OnThisDay

1 0 0 1

Hermetic Library

@hermetic.com

1 week ago

Greater Feast of Philip K Dick, died March 2, 1982 at Santa Ana, California hermetic.com/hermene... #calendar #recurring #observed #OTD #OnThisDay

8 4 0 0

Hermetic Library

@hermetic.com

2 weeks ago

Feast of Vergil, Day of Virgil on the Positivist Calendar of Auguste Comte is February 25 hermetic.com/hermene... #calendar #recurring #OTD #OnThisDay

1 1 0 0

Emil Lazzaroni

@globalcompounders.bsky.social

3 weeks ago

43. Dressing the workforce from Janitor to CEO For our forty-third episode, we're exploring the invisible engine that keeps businesses clean, safe, and professional. Think about the mechanic in the clean uniform, the freshly laundered towels at your favorite restaurant, the welcome mat at the entrance of a hotel, the first-aid kit on the factory wall. [pause] There's a very good chance that one single company provides all of it. They are a "roll-up" machine and a master of the subscription-like business model. We are talking about Cintas When you see a Cintas ($CTAS) truck on the road, you probably think of one thing: uniforms. For decades, Cintas has been the dominant force in providing, renting, and cleaning uniforms for businesses across North America. It's a straightforward, industrial business. But the real story behind Cintas's incredible, decades-long performance is its mastery of the route-based, recurring revenue model. The uniform is just the foot in the door. Once their truck makes a regular stop, Cintas cross-sells a whole suite of essential facility services, from restroom supplies and floor mats to first aid kits and fire safety equipment. This turns the company into a sticky, B2B subscription-like service that is deeply embedded in its customers' operations. However, this high-quality compounder is sensitive to employment trends and almost always trades at a premium valuation. We're getting ready for business to determine if Cintas's operational excellence can continue to justify its premium price tag, even if the economy slows down.

📣 New Podcast! "43. Dressing the workforce from Janitor to CEO" on @Spreaker #b2b #business #cintas #compounder #ctas #defensive #dividend #economy #facilities #finance #industrial #investing #logistics #portfolio #recurring #route #safety #services #stock #uniforms

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Hermetic Library

@hermetic.com

1 month ago

Feast of Valentinus on February 14, died c. 160 ce hermetic.com/hermene... #calendar #recurring #observed #OTD #OnThisDay

1 1 0 0

Hermetic Library

@hermetic.com

1 month ago

Imbolc, observed February 1 or February 2, a cross quarter day hermetic.com/hermene... #calendar #recurring #observed #OTD #OnThisDay

1 0 0 0

Jonah

@jonah333.bsky.social

1 month ago

Accusations of “Islamophobia” don’t land with #Armenians, #Assyrians, #Copts, #Greeks, #Persians, #Hindus, #Christians & others

For many, Islamic conquest is remembered #not as #tolerance, but as #subjugation, #legal #inferiority, #child #seizure, #sexual #slavery, #extortion & #recurring #violence

3 2 0 0

Hermetic Library

@hermetic.com

1 month ago

Burns Night, recurring feast celebrating the life and poetry of Robert Burns, usually observed on January 25 hermetic.com/hermene... #calendar #recurring #OTD #OnThisDay

4 0 0 1

SearchEngine

@searchengine.activitypub.awakari.com.ap.brid.gy

1 month ago

OpenAI’s API Surge: $1 Billion Monthly Revenue Milestone Reshapes AI Economics OpenAI's API business added over $1 billion in monthly ARR, as CEO Sam Altman announced, shifting focus from Cha...

#GenAIPro #AI #infrastructure #annual #recurring #revenue […]

[Original post on webpronews.com]

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Hermetic Library

@hermetic.com

1 month ago

Feast of Lao Tze, Day of Lao-Tseu on the Positivist Calendar of August Comte is January 16 hermetic.com/hermene... #calendar #recurring #OTD #OnThisDay

4 0 0 0

Hermetic Library

@hermetic.com

1 month ago

Feast of Fo-Hi, Day of Fo-Hi on the Positivist Calendar of August Comte is January 15 hermetic.com/hermene... #calendar #recurring #OTD #OnThisDay

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Hermetic Library

@hermetic.com

2 months ago

Feast of Zoroaster, Day of Zoroaster on the Positivist Calendar of August Comte is January 12 hermetic.com/hermene... #calendar #recurring #OTD #OnThisDay

2 0 0 0

Hermetic Library

@hermetic.com

2 months ago

Feast of Odysseus, Day of Ulysses on the Positivist Calendar of August Comte is January 4 hermetic.com/hermene... #calendar #recurring #OTD #OnThisDay

4 1 0 0

Hermetic Library

@hermetic.com

2 months ago

Feast of Orpheus, Day of Orpheus on the Positivist Calendar of August Comte is January 3 hermetic.com/hermene... #calendar #recurring #OTD #OnThisDay

2 0 0 0

Hermetic Library

@hermetic.com

2 months ago

Feast of Heracles, Day of Hercules on the Positivist Calendar of August Comte is January 2 hermetic.com/hermene... #calendar #recurring #OTD #OnThisDay

1 0 0 0

Hermetic Library

@hermetic.com

2 months ago