I analyze public companies and share my thoughts, not to pitch them for investment purposes, but to learn more about the business (and the industry it operates in).
Otis was a fun deep dive.
[https://thefinancecorner.substack.com/p/otis-the-subscription-that-nobody](https://thefinancecorner.substack.com/p/otis-the-subscription-that-nobody)
TLDR:
\- The founder's marketing story is fascinating (risked its life in front of many)
\- Boring company, but incredible cash-generating machine
\- Management destroyed shareholders' value via buybacks
Hope you enjoy it!
(Estimated reading time \~7 minutes)
