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Carlisle (CSL): Shrinking to grow
Rational capital allocation to create shareholder value
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Heavy Moat Investments
Nemetschek: Fundamentals and Valuation
A long history of outsized returns (30% total return CAGR) by organic growth in software and bolt-on M&A
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Heavy Moat Investments
Nemetschek: Digitalizing a boring industry
A highly profitable german family business
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Heavy Moat Investments
Ashtead: Fundamentals and Valuation + United Rentals comparison
A long history of outsized returns by consolidating the US equipment rental industry via organic growth and bolt-on M&A
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Heavy Moat Investments
Ashtead: Consolidating the US equipment rental industry
Why own it if you can rent it?
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Heavy Moat Investments
Adyen: Fundamentals and Valuation
Since its IPO in 2018, Adyen has compounded its share price at 15.8%, outperforming the (impressive) 11.8% CAGR of the S&P 500.
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Heavy Moat Investments
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Adyen ($ADYEY): Innovating and Dominating Global Payment Services
Rapid founder-led growth at a fair price
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Heavy Moat Investments
Verra Mobility (VRRM): Fundamentals and Valuation
Verra Mobility has been public for five and a half years and has outperformed the market with a 17% CAGR.
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Heavy Moat Investments
Verra mobility (VRRM): Mission critical technology provider in the mobility industry
Verra Mobility has gone through many hands over the last 20 years.
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Heavy Moat Investments
Lifco AB: Fundamentals and Valuation
Since its IPO 10 years ago, Lifco has delivered an outstanding performance for shareholders, increasing 11-fold or at a 30% CAGR. The stock has…
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Heavy Moat Investments
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
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Heavy Moat Investments
Hermle: Fundamentals and Valuation
An efficient business trading at historically low multiples
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Heavy Moat Investments
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