Andy Cross
speaker
412 appearances
5 recordings
1 series
first heard Oct 2025
last heard 10 Jul
Andy Cross’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 5 in all, peaking in Jul 2026 with 1.
Appearances
Over the years, their growth rates have been somewhere in the high single digits on average of the last five years, but they've been able to continue to get margin improvements.
So they're
The margin profile grows faster.
They pay a nice little dividend.
They buy back some stock to make smart acquisitions.
The big news is they now are looking to acquire Unifirst, which is another huge provider of uniform rentals.
So I'm watching how that acquisition all works through because it will add a lot of goodwill to the balance sheet.
But hey, if a company can get the value out of those assets, it is CentOS, because they've done it time and time again.
So, CTAS is one I'm continuing to be impressed with and continue to watch, especially with the stock more than 20% off its all-time highs.
I never have.
I've only worn a lab smock back in my high school days, and I don't think it was a Cintas one.
How do you think about trying to determine those AI contenders from the AI pretenders when you're looking at it as an analyst and as an investor in companies you might be studying and thinking about investing in?
Yeah, and having founders like Toby who own meaningful stakes and are all in like that and very vocal about it is a good indication of that exactly, Tom.
Yeah, a lot of sweat equity, real equity and sweat equity into those kinds of decisions.
You remain cautious and moderate with your investing stance, but the AI powered indicator that you use in hidden gems actually turned more positive about the markets.
Why and has it impacted your thinking?
Maybe define what that tool is and how it's impacted your thinking.
It's hard to believe that AI could be more dramatic with the markets than those Internet years were that you spoke about.
You know, as you mentioned, the Nasdaq had fallen about 75 percent back then.
The business world seemed to basically collapse.
Showing 361–380 of 412 · page 19 of 21
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