It's an eBay Christmas

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Today my new iPhone order was cancelled. I’ve been waiting 3 weeks for a shirt from Orvis.

You can feel the gears of commerce grinding as the looming holiday season adds load to the system. The products we want to give as gifts are stuck on ships or quays or Asian factory floors. Supp...

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GNB valuation starting 10Dec2020

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~$253.71 per share as of 15 Dec 2020 (Wesco 20.02x)

~$253.71 per share as of 14 Dec 2020 (Update -Wesco at 20.02x) 


~$245.33 per share as of 10 Dec 2020 (Update -Wesco at 19.36x) 

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Grainger's 21x multiple

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Grainger's 21x multiple annual EBITDA 

according to Yahoo Finance as of 12-11-2020

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