Business Breakdowns ๐
๐ฐMastercard: A Masterpiece Business
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Alphabet: The Greatest Business Model in History ๐
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Danaher Corporation: A Multi-Decade-Compounder ๐
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Admicom: Highly profitable SaaS Business Offering an Attractive Risk/Reward (Part 1/2) ๐
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Constellation Software: A Software Juggernaut ๐
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Visa - A Quality Growth Compounder ๐ณ
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A Capital-Light Compounder Trading At An Attractive Price
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Copart - A Quality Market Leader with Competent Management and Great Asset Allocation
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Qualys - A Potential Multibagger that has Compounded by 26.4% Annually and is Currently Undervalued
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DSV A/S - A boring Peter Lynch Business Returning 800% in 10 years Trading at a Forward FCF Yield of 5.8%
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Lifco - A Serial Acquirer of Niche Businesses that has Grown its EBITA by 19.2% for 16 Years ๐๐
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Adyen is a Quality Growth Business with Secular Tailwinds and a Superior Business Model ๐
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A Swedish Serial Acquierer of Micro Niche Businesses Growing its Topline at 46% Annually for the Last 5 Years
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PayPal - A Falling Star or a Quality Business Trading at a Discount?
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Baycurrent - A Japanese Gem, Well Positioned to Capitalize on Japans Digital Transformation
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The Everything Store has a Strong Competitive Advantage, Multiple Growing Business Segments, and is on a 40% Pullback from its all time highs
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Dino Polska - A Fast Growing Retail Store Chain in Polen with a Strong Business Model and a natural Competitive Advantage
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A Boring, Decentralized, Steady Serial Acquierer that focuses on Asset-Light Niche Market Leaders with Strong Free Cash Flow
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Texas Instruments: Secular trends, fantastic business model, and competent capital allocators
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