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Eurofins Scientific: A global leader in a secular growth industry at a discount
23% 27 year CAGR, despite its current 50% drawdown
Jun 5
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Eurofins Scientific: A global leader in a secular growth industry at a discount
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Eckert & Ziegler: A Pick-and-Shovel Play on Radiopharmaceuticals
Why Eckert & Ziegler could be one of the most overlooked compounders in Europe
Apr 14
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5
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Eckert & Ziegler: A Pick-and-Shovel Play on Radiopharmaceuticals
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IDEXX Laboratories: The Hidden Giant Powering Pet Healthcare
The business behind your vet bill: Why IDEXX is a global leader in pet diagnostics
Mar 13
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IDEXX Laboratories: The Hidden Giant Powering Pet Healthcare
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Sonova AG: A Durable Growth Play on Demographics and Healthcare Trends
The high-quality market leader in the global hearing care industry
Feb 10
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Sonova AG: A Durable Growth Play on Demographics and Healthcare Trends
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Watsco: Winning by digitizing an old industry
Watsco started in 1947 as Wagner Tool & Supply Corp.
Dec 12, 2024
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7
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Watsco: Winning by digitizing an old industry
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Carlisle (CSL): Shrinking to grow
Rational capital allocation to create shareholder value
Nov 27, 2024
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9
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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, 2024
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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, 2024
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5
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Nemetschek: Digitalizing a boring industry
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Free Sample - Ashtead: Consolidating the US equipment rental industry
Why own it if you can rent it?
Aug 3, 2024
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18
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Free Sample - Ashtead: Consolidating the US equipment rental industry
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Adyen ($ADYEY): Innovating and Dominating Global Payment Services
Rapid founder-led growth at a fair price
Jul 10, 2024
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Adyen ($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, 2024
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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, 2024
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Lifco AB: A Swedish industrial serial acquirer par excellence
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