Everything Attachments

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   / Everything Attachments #1,681  
Actually, in a better world your salary would be tied to the value that you bring to the business. A business does not owe you a living. If you don't like your situation, you can change it. If you have a better idea of how to run things, start your own business.

:thumbsup:
 
   / Everything Attachments #1,682  
You must have taken cuts in the EA waiting line
View attachment 624523

That's funny! I was shocked. I ordered on August 30th and was delivered to my house on October 9th. I could of had it a few days earlier if I could have arranged to be available to sit home all day with the freight delivery requirements.

Since I am so impatient by nature and almost didn't buy because of the wait, when I spoke to Travis he was cool and sincere on the phone. I decided after I ordered to not think about the 8-10 weeks I was told and I made a promise to myself not to even call them all the time asking for an ETA and to try rushing them. My plan paid off.
 
   / Everything Attachments #1,683  
It requires a helluva a lot more expertise and it's quite a bit more complicated, time consuming, expensive and risky to make medications than grapples. Margins usually correlate with those kinds of factors. I'd rather pay a high margin to save my life than pickup some brush from the seat.

VERY WELL PUT !!!
 
   / Everything Attachments #1,684  
That's funny! I was shocked. I ordered on August 30th and was delivered to my house on October 9th. I could of had it a few days earlier if I could have arranged to be available to sit home all day with the freight delivery requirements.

Since I am so impatient by nature and almost didn't buy because of the wait, when I spoke to Travis he was cool and sincere on the phone. I decided after I ordered to not think about the 8-10 weeks I was told and I made a promise to myself not to even call them all the time asking for an ETA and to try rushing them. My plan paid off.

I think way too many folks are focused on instant gratification.
An 8-10 week wait, for a quality piece of equipment that will last a lifetime, is not a problem for me.
 
   / Everything Attachments #1,686  
And capacity investment is VERY expensive!
 
   / Everything Attachments #1,687  
Slow to invest in more capacity? You have seen the pictures of their new facility right?

Aaron Z

I have seen photos and it looks very nice! My comment was based on the fact that wait times are still very long. I wish that they had enough capacity to build an inventory and ship from that. But it's their business and they apparently know what they are doing based on their many loyal customers!
 
   / Everything Attachments #1,688  
And capacity investment is VERY expensive!

Along with it being an increased risk since it's generally a long term commitment with no guarantee that the market will continue to maintain the demand that requires the increased capacity.

The manufacturing of ammunition is a great example of how swings in demand needing to be a consideration in increasing total capacity. ....and Tesla can serve as an automotive example of the challenges of increasing manufacturing capacity/throughput.

Really about the only time expanding a business would seem to be "easy" is when the entire business is really small (e.g. <5-10 people).

On that note (changing the topic a bit) having just gotten the disc harrow and 16" plow 1009191523.jpg I order back in August, I'm hoping I'll get a chance test them out by expanding my gardening by putting in a 50'x100' in-ground garden this weekend (assuming weather and soil conditions cooperate). That way I can get a cover crop planted before this winter, and have more organic material in the ground for planting next spring. :D
 
   / Everything Attachments #1,689  
Along with it being an increased risk since it's generally a long term commitment with no guarantee that the market will continue to maintain the demand that requires the increased capacity.

The manufacturing of ammunition is a great example of how swings in demand needing to be a consideration in increasing total capacity. ....and Tesla can serve as an automotive example of the challenges of increasing manufacturing capacity/throughput.

Really about the only time expanding a business would seem to be "easy" is when the entire business is really small (e.g. <5-10 people).

On that note (changing the topic a bit) having just gotten the disc harrow and 16" plow View attachment 624535 I order back in August, I'm hoping I'll get a chance test them out by expanding my gardening by putting in a 50'x100' in-ground garden this weekend (assuming weather and soil conditions cooperate). That way I can get a cover crop planted before this winter, and have more organic material in the ground for planting next spring. :D

Yes, it is tough to anticipate market swings. And when a business is not diversified, there is nothing to take up the slack if your primary market craters. It does seem that the hobby farm / homestead movement has a ways to run and that bodes well for EA.
 
   / Everything Attachments #1,690  
Again, this is public information for public companies. If you want to know this, then get their annual report and read it.

Since you are probably not buying every product that a company makes, a more relevant piece of information is the margin on a particular product. This is probably not something that you can easily find out. In an open market, the real basis to decide to buy something is your perceived value for the price relative to what is available from the competition.
You are a little mixed up...my statement was about the margins on individual products...and I didn't mean just public cos...it was a subjective comment.

I'm fairly well versed in DD and searching SEC docs...have subscribed to EDGAR and LexisNexis since the early 90's...
...here's a tip...learn to use Find and use a list of keywords if you're interested in more than just the balance sheet...
 
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