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[@yesandnotyes](/creator/twitter/yesandnotyes)
"following up on recent @Pfdshares overview of $POOL and a few of my other prior posts"  
[X Link](https://x.com/yesandnotyes/status/1969761346284642588) [@yesandnotyes](/creator/x/yesandnotyes) 2025-09-21T13:51Z 4698 followers, 2111 engagements


"55 years ago today. On October XX 1970 Moody's begins to charge for rating corporate and other taxable bonds $MCO"  
[X Link](https://x.com/yesandnotyes/status/1978437450272829505) [@yesandnotyes](/creator/x/yesandnotyes) 2025-10-15T12:27Z 4698 followers, XXX engagements


"Coming out tomorrow Part III of my history of Amphenol $APH"  
[X Link](https://x.com/yesandnotyes/status/1957585918157812073) [@yesandnotyes](/creator/x/yesandnotyes) 2025-08-18T23:30Z 4696 followers, 1365 engagements


"Part III of my history of Amphenol $APH How and why Bunker-Ramo "acquired" Amphenol How Amphenol almost became a division of Fairchild Industries (the maker of the A-10 aircraft) How Bunker-Ramo was then acquired by Allied Corporation (formerly Allied Chemical Corporation)"  
[X Link](https://x.com/yesandnotyes/status/1957767386674630984) [@yesandnotyes](/creator/x/yesandnotyes) 2025-08-19T11:31Z 4696 followers, 4024 engagements


"Part IV of my series on the history of Amphenol is out tomorrow morning $APH Get on it before the long weekend ahead of us"  
[X Link](https://x.com/yesandnotyes/status/1961220381093646560) [@yesandnotyes](/creator/x/yesandnotyes) 2025-08-29T00:12Z 4696 followers, 1349 engagements


"Part IV on my series on Amphenol $APH This is the period when Allied Corporation / Allied-Signal owns the company"  
[X Link](https://x.com/yesandnotyes/status/1961395025876504606) [@yesandnotyes](/creator/x/yesandnotyes) 2025-08-29T11:46Z 4696 followers, 2165 engagements


"I'm really enjoying the new John Malone book. I'm still working on the tail end of my history on Amphenol $APH. This Jerrold ad from 1988 is missing Conan the Barbarian in the artwork"  
[X Link](https://x.com/yesandnotyes/status/1973552194080350498) [@yesandnotyes](/creator/x/yesandnotyes) 2025-10-02T00:54Z 4696 followers, XXX engagements


"Part V in my history of Amphenol coming out tomorrow morning $APH We take a short detour to learn more about Lawrence DeGeorge and LPL Investment Group"  
[X Link](https://x.com/yesandnotyes/status/1974671749301297323) [@yesandnotyes](/creator/x/yesandnotyes) 2025-10-05T03:03Z 4696 followers, 1281 engagements


"Apparently $AON had their first Investor Day event in XX years this morning"  
[X Link](https://x.com/yesandnotyes/status/1932125342463861038) [@yesandnotyes](/creator/x/yesandnotyes) 2025-06-09T17:19Z 4697 followers, 1175 engagements


"Insurance broking is a great industry and interestingly not necessarily tied to P&C pricing it's actually more correlated with economic growth. The chart below likely also applies to others like $AJG $BRO $WTW and $MMC Price of risk changes every year and new risks continually emerge. Businesses will always need their insurance broker to deal with the constant changes"  
[X Link](https://x.com/yesandnotyes/status/1932126709664358782) [@yesandnotyes](/creator/x/yesandnotyes) 2025-06-09T17:24Z 4697 followers, 2030 engagements


"TransDigm: The Early Years Hopefully my ramblings are somewhat unique given how heavily this company has been covered by others. Plus some fun ads from the 1950s of various companies now owned by $TDG"  
[X Link](https://x.com/yesandnotyes/status/1933903701384614000) [@yesandnotyes](/creator/x/yesandnotyes) 2025-06-14T15:05Z 4696 followers, 8606 engagements


"How and why Doug Peacock and Nick Howley got the opportunity to found TransDigm in 1993 Early historic financials 1988-1996 And what stands out the most to me about the company as it developed over time $TDG"  
[X Link](https://x.com/yesandnotyes/status/1934217824035033152) [@yesandnotyes](/creator/x/yesandnotyes) 2025-06-15T11:53Z 4696 followers, 2739 engagements


"First time in a while $CSGP hasn't dropped after reporting its quarter. What is going on"  
[X Link](https://x.com/yesandnotyes/status/1948180218545361401) [@yesandnotyes](/creator/x/yesandnotyes) 2025-07-24T00:35Z 4697 followers, 1289 engagements


"With some AI and AI-infrastructure plays making new all-time highs perhaps we should be asking ourselves if we own enough TransDigm $TDG"  
[X Link](https://x.com/yesandnotyes/status/1950695868547649625) [@yesandnotyes](/creator/x/yesandnotyes) 2025-07-30T23:11Z 4697 followers, 2590 engagements


"@themagicbakery Paging some former $DHR or $ITW exec"  
[X Link](https://x.com/yesandnotyes/status/1973547268423987643) [@yesandnotyes](/creator/x/yesandnotyes) 2025-10-02T00:35Z 4696 followers, XXX engagements


"Part V in my history of Amphenol is out now $APH It's time to learn more about Lawrence DeGeorge and LPL Investment Group and how they came to acquire Amphenol from Allied-Signal in 1987"  
[X Link](https://x.com/yesandnotyes/status/1974807102615920932) [@yesandnotyes](/creator/x/yesandnotyes) 2025-10-05T12:01Z 4697 followers, 3329 engagements


"ad for Linde in February 1942 edition of MIT's Technology Review $LIN @lhamtil"  
[X Link](https://x.com/yesandnotyes/status/1976474009735995861) [@yesandnotyes](/creator/x/yesandnotyes) 2025-10-10T02:24Z 4697 followers, 2506 engagements


"Part VI of my series on the history of Amphenol ($APH) comes out tomorrow"  
[X Link](https://x.com/yesandnotyes/status/1979575421433008175) [@yesandnotyes](/creator/x/yesandnotyes) 2025-10-18T15:48Z 4697 followers, XXX engagements


"Also see my even MORE in-depth series on $APH's history; I'm on Part VI tomorrow"  
[X Link](https://x.com/yesandnotyes/status/1979600281957486672) [@yesandnotyes](/creator/x/yesandnotyes) 2025-10-18T17:27Z 4697 followers, 1599 engagements


"Part VI on the history of Amphenol is out ($APH)"  
[X Link](https://x.com/yesandnotyes/status/1979899741300224140) [@yesandnotyes](/creator/x/yesandnotyes) 2025-10-19T13:17Z 4697 followers, XXX engagements