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Scale Economics Shared


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Having been on my 'To Do' list for a long time, I finally got around to reading the Nomad Partnership letters over the weekend.  Wow!  I cannot remember the last time I derived so much value from something relative to the time required to read it.  They can only be described as 'essential reading' for any investor with a long-term outlook.

 

The concept of 'scale economics shared' is wonderfully intuitive, and has gotten my juices flowing again for ideas.

 

I'd be grateful for any pointers on micro or mid-cap companies in any geography that are currently employing this business model.  I feel the urge to start digging into some 10Ks!

 

Thanks.

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