7 Comments
Feb 20, 2023Liked by Devin LaSarre

Very interesting article! Thanks for sharing!

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Very kind. Thanks for reading!

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Great write-up!

The Raytheon/United Technologies merger and Otis/Carrier spin-off was one of our earliest and greatest successes in the special situation investing space. Since then we’ve been hooked!

Keep up the great work!

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Thanks for the support, Six Bravo. Will be interesting to continue following the progression of all 3 entities.

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Sure thing!

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On the China services angle - the market is super tough and you can pretty much set up a maintenance business with no capital as it's stuffed with kickbacks etc. Think it will be a long time before that professionalises. But great write up for a good business.

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Thanks, Viktor. I appreciate your thoughts.

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