Companies to Watch

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Corporate Strategy: Paladin EnviroTech: Operating Thesis, Build Model, and Forward Outlook

This assessment focuses on Paladin as an operating structure in development. The objective is to determine what the company is attempting to build, how it is likely to behave during its formation phase, and what constraints will shape its progression.

SIMS Warning is another Sign of a Pending ITAD Sector Reconfiguration

When a company’s business unit operates in a non-core industry, it is not so difficult to assume that the business unit may be the target of adjustments when things go bad. I used to work for a publication. My job back then was to do research and data analysis for...

Will Arrow Electronics Focus on Cleaning Up its ITAD Acquisitions?

It’s been a while since the late October release of Arrow’s results for its fiscal third quarter. Arrow Electronics results are important considering it has some 11% direct penetration rate of US enterprise ITAD, and it is therefore relevant in the assessment of the...

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