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Carlisle (CSL): Shrinking to grow
Rational capital allocation to create shareholder value
Nov 27
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Carlisle (CSL): Shrinking to grow
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Edenred: How does it compare to Pluxee?
Is bigger better?
Oct 3
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Edenred: How does it compare to Pluxee?
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Nemetschek: Digitalizing a boring industry
A highly profitable german family business
Aug 26
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Nemetschek: Digitalizing a boring industry
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Adyen ($ADYEY): Innovating and Dominating Global Payment Services
Rapid founder-led growth at a fair price
Jul 10
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17
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Adyen ($ADYEY): Innovating and Dominating Global Payment Services
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Verra mobility (VRRM): Mission critical technology provider in the mobility industry
Verra Mobility has gone through many hands over the last 20 years.
Jun 18
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Verra mobility (VRRM): Mission critical technology provider in the mobility industry
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Lifco AB: A Swedish industrial serial acquirer par excellence
Exploring the Business Segments and Growth Strategies Behind Lifco's 16 year 22% FCF per share CAGR
May 30
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Lifco AB: A Swedish industrial serial acquirer par excellence
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Hermle: A German hidden Champion built to last
A 40% ROIC business trading at historically cheap multiples
May 20
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15
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Hermle: A German hidden Champion built to last
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Texas Instruments (TXN): Investing through a downturn
Texas Instruments, best known for the graphical calculators, is the leading manufacturer of analog semiconductors.
Apr 27
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Texas Instruments (TXN): Investing through a downturn
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Atkore (ATKR): Riding secular tailwinds
Atkore is an industrial manufacturer and distributor of electrical, safety and infrastructure products in the United States and internationally.
Apr 11
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Atkore (ATKR): Riding secular tailwinds
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Robertet (RBT): 170 years of sustainable growth
Robertet is a French family business with a rich history.
Mar 27
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8
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Robertet (RBT): 170 years of sustainable growth
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Frosta AG: Crafting a Moat Through Transparency and Product Purity
The Frosta AG was founded in 1961 by Dirk Ahlers as a frozen fish manufacturer.
Mar 17
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Frosta AG: Crafting a Moat Through Transparency and Product Purity
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Ulta Beauty (ULTA)
Can this beautiful growth story continue?
Mar 12
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Ulta Beauty (ULTA)
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