Invisible Companies

Post by ngd » Fri, Sep 04, 2026, 8:16 AM UTC

PaulRobinson wrote: post #3

I have thought about this a lot over the years and tried to spot these companies - many of them are the type of business that Berkshire Hathaway would love to find. Some of them are a little more visible simply because they’ve scaled and developed a moat - logistics, particularly trucking in the UK, and international cargo shipping, stand out here for me. But also social care, floristry and grocery wholesaling, weird…

I worked at a small bike shop in the 90s and when we had issues with our point of sales system we would call a number on the till and it connected us to the single developer who maintained all the software for it!

Post by AdamN » Fri, Sep 04, 2026, 9:14 AM UTC

browningstreet wrote: post #37

PaulHoule wrote: post #30

Earlier quoted context omitted.

I had a phase when we bought several rugs at the price point you're talking about and also found some "subprime" sources of rugs that were authentic but not so go good and much more affordable. Then I had a house full of oriental rugs and haven't needed a new one ever since.

Kinda like.. pianos?

Furniture in general is a low turnover industry and tough.

One of the ironic reasons that Ikea/Wayfair do well is their stuff looks good but is basically garbage and can't survive a move or two so people are forced to buy from them more often than they would with better brands. Better brands are too expensive (and also a bit stodgy usually) so younger and poorer people just keep getting the same lower end stuff repeatedly.

Re: Invisible Companies

Re: Invisible Companies