Business Breakdowns 💎

From Yoga Mats to Market Share: Lululemon Investment Case 💡

Invest In Assets 📈
·
April 13, 2024
From Yoga Mats to Market Share: Lululemon Investment Case 💡

Thank you for subscribing to Invest In Quality. We deeply value your feedback, and would love for you to take this 3-minute survey to help us improve our service to you: Invest In Quality Survey

Read full story

👑MercadoLibre: Quality Growth at its Finest

Invest In Assets 📈
·
March 17, 2024
👑MercadoLibre: Quality Growth at its Finest

Invest In Quality Premium will increase its prices from Monthly: $12/m —> $20/m Annually: $100/yr —> $200/yr On March 18th. If you purchase a subscription now, you will forever hold your lower price point. We will never increase prices on our loyal subscribers.

Read full story

🏰Mastercard: A Masterpiece Business

Invest In Assets 📈
·
March 3, 2024
🏰Mastercard: A Masterpiece Business

The Business of Mastercard Mastercard is a financial technology company that specializes in transaction processing and payment-related products and services. It operates globally, facilitating payment transactions, and offering various payment solutions for account holders, merchants, financial institutions, and other organizations. Mastercard and Visa together dominate the digital payment market.

Read full story

Alphabet: The Greatest Business Model in History 💎

Invest In Assets 📈
·
January 14, 2024
Alphabet: The Greatest Business Model in History 💎

This article is sponsored by my investing service here on Substack. Read more here: The business of Alphabet Alphabet is best known for its search engine, Google. Google is where we all go when we want the answer to something we don’t know, or when we are looking for new products, resources, newspapers, journals, and much more. The business is quite extraordinary due to Google’s ability to use the data from consumers to make targeted ads. They sell inorganic search results, so if a business wants their website to appear when a consumer writes “car”, they can pay Alphabet to get a “promoted” section at the very top.

Read full story

📈Undervalued SaaS Business with Fantastic Fundamentals

Invest In Assets 📈
·
February 18, 2024
📈Undervalued SaaS Business with Fantastic Fundamentals

I’m creating a digital course for investors, I would love your feedback on what subjects you want me to cover, be kind and take the survey (Less than 2m): Click here As a thank you, here is a free Guide on how to Read & Analyze the financial statements

Read full story

Danaher Corporation: A Multi-Decade-Compounder 💎

Invest In Assets 📈
·
January 28, 2024
Danaher Corporation: A Multi-Decade-Compounder 💎

The Business Danaher Corporation is a global conglomerate with diverse business segments, operating in Life Sciences, Diagnostics, and Biotechnology. Known for its innovative technologies and operational excellence, Danaher has established itself as a leading player in precision measurement instruments, analytical instruments, consumables, and services.

Read full story

Admicom: Highly profitable SaaS Business offering a good risk reward (Part 2/2) 📈

Invest In Assets 📈
·
December 30, 2023
Admicom: Highly profitable SaaS Business offering a good risk reward (Part 2/2) 📈

Welcome to Invest In Quality! The newsletter for aspiring investors. We break down businesses, super investors, and economic psychology. This is part 2 of the Admicom analysis, see part 1 here: Part 2 contains: Competition Competitive advantage Management

Read full story

Admicom: Highly profitable SaaS Business Offering an Attractive Risk/Reward (Part 1/2) 📈

Invest In Assets 📈
·
December 25, 2023
Admicom: Highly profitable SaaS Business Offering an Attractive Risk/Reward (Part 1/2) 📈

This article is sponsored by my Investing Service, this is what you get: 💎Full access to my quality growth portfolio where I invest 80% of my net worth 📈Monthly factsheets of the portfolio, performance, buys, and sells. 🎯Notification in advance, or the same day I buy or sell a position.

Read full story

Constellation Software: A Software Juggernaut 👑

Invest In Assets 📈
·
December 3, 2023
Constellation Software: A Software Juggernaut 👑

Constellation Software $CSU.TO I recently started a new service for my most engaged members, check it out: The Business Model Constellation Software is a software juggernaut from Canada that has seen sustained and remarkable growth. CSI focuses on Vertical Market Software (VMS) businesses in the North American markets. These companies are often mission-…

Read full story

LVMH - The Luxury Power House 👜

Invest In Assets 📈
·
November 26, 2023
LVMH - The Luxury Power House 👜

Save Time & Make Better Investing Decisions I’m launching a paid version of Invest in Quality to provide more value to investors who want to build serious wealth in the stock. By subscribing you get: 💎Full access to my quality growth portfolio where I invest 80% of my net worth

Read full story

Undervalued Technology Leader in a Growing Market 🔐

Invest In Assets 📈
·
November 12, 2023
Undervalued Technology Leader in a Growing Market 🔐

Seeking Alpha is sponsoring this article. Level up your investing game by leveraging some of the greatest financial writers in the world. Get $50 off your purchase or try it 7 days for free. Click here to get the offer.

Read full story

S&P Global: A Steady, Capital-Light, Quality Compounder 👑

Invest In Assets 📈
·
October 28, 2023
S&P Global: A Steady, Capital-Light, Quality Compounder 👑

This article is sponsored by Quartr Sick of trying to get an overview of the earnings calls of all your holdings? Quartr solves this by providing the best resource on the internet for: Tracking quarterly and annual earning calls Pulling out key slides and data in no time

Read full story

Evolution Gaming: An Asset Light Compounder Trading at a Discount 🎰

Invest In Assets 📈
·
October 1, 2023
Evolution Gaming: An Asset Light Compounder Trading at a Discount 🎰

Evolution is looking attractive at current levels, suggesting a 71% upside Evolution has an excellent business model and a strong competitive position Strong growth prospects, pristine balance sheet, & a cash-generating machine

Read full story

Cadence Design Systems - Predictable Growth & Cash Flows with a Wide Moat 💎

Invest In Assets 📈
·
September 24, 2023
Cadence Design Systems - Predictable Growth & Cash Flows with a Wide Moat 💎

SeekingAlpha is sponsoring this article. Try it for free for 7 days and get $50 off an annual subscription

Read full story

Visa - A Quality Growth Compounder 💳

Invest In Assets 📈
·
September 17, 2023
Visa - A Quality Growth Compounder 💳

Introduction The world is becoming ever more interconnected, and the role of payment processing companies has never been in higher demand. In this article, we will take a look at Visa, its business model, growth strategies, and whether or not Visa is an attractive investment at current levels.

Read full story

A Capital-Light Compounder Trading At An Attractive Price

Invest In Assets 📈
·
August 20, 2023
A Capital-Light Compounder Trading At An Attractive Price

Booking Holdings Invest In Quality is writing a book on Quality Growth Investing to be released in August, join the pre-sale list to get a discount when the book releases here: SurveyMonkey Booking Holdings is the world's leading provider of online travel and related services, provided to consumers and local partners in more than 220 countries and terri…

Read full story

Copart - A Quality Market Leader with Competent Management and Great Asset Allocation

Invest In Assets 📈
·
August 5, 2023
Copart - A Quality Market Leader with Competent Management and Great Asset Allocation

Business Overview & Business Model Copart has been a strong performer over the last decade, more than doubling the returns of Nasdaq and quadrupling the returns of the S&P. The company operates in an unsexy and boring industry, they own valuable real estate in metropolitan areas, and their competition is weak. Copart operates an online auction platform a…

Read full story

Qualys - A Potential Multibagger that has Compounded by 26.4% Annually and is Currently Undervalued

Invest In Assets 📈
·
July 23, 2023
Qualys - A Potential Multibagger that has Compounded by 26.4% Annually and is Currently Undervalued

I’m writing a book on Investing, join the pre-sale list to get a discount when the book releases here: SurveyMonkey The Business & Business Model Qualys is an interesting small-cap stock with fantastic fundamentals. The stock has compounded by 26.4% annually since its inception in 2012, which is a 10X.

Read full story

DSV A/S - A boring Peter Lynch Business Returning 800% in 10 years Trading at a Forward FCF Yield of 5.8%

Invest In Assets 📈
·
July 16, 2023
DSV A/S - A boring Peter Lynch Business Returning 800% in 10 years Trading at a Forward FCF Yield of 5.8%

I’m writing a book on Investing, it will contain: Detailed “how to” analyze a business Methods used by the best investors worldwide Tools to make the valuation process easier My global list of quality stocks and my buy price Join the pre-sale list to get a discount when the book releases:

Read full story

Lifco - A Serial Acquirer of Niche Businesses that has Grown its EBITA by 19.2% for 16 Years 🏆📈

Invest In Assets 📈
·
July 2, 2023
Lifco - A Serial Acquirer of Niche Businesses that has Grown its EBITA by 19.2% for 16 Years 🏆📈

The Business Lifco is a Swedish conglomerate of niche businesses. The business has compounded its EBITA by 19.2% since 2006 and is one of the highest-quality businesses in Scandinavia. Lifco's strategy is to acquire small and medium-sized companies with strong market positions and integrate them into the Lifco family of businesses. This approach has help…

Read full story

Adyen is a Quality Growth Business with Secular Tailwinds and a Superior Business Model 💎

Invest In Assets 📈
·
June 18, 2023
Adyen is a Quality Growth Business with Secular Tailwinds and a Superior Business Model 💎

I’m writing a book on Investing, stay tuned! The business Adyen operates a payments platform that integrates a payments stack that includes gateway, risk management, processing, issuing, acquiring, and settlement services for its customers. Adyen offers a back-end infrastructure for authorizing payments across merchants' sales channels, as well as online, …

Read full story

A Swedish Serial Acquierer of Micro Niche Businesses Growing its Topline at 46% Annually for the Last 5 Years

Invest In Assets 📈
·
June 11, 2023
A Swedish Serial Acquierer of Micro Niche Businesses Growing its Topline at 46% Annually for the Last 5 Years

The Thesis Teqnion is a small Swedish serial acquirer. It has compounded its capital 15-20% rates for years. The management is competent, honest, and of high integrity. The thesis is that Teqnion will manage to acquire high-quality niche micro/small caps due to its unique culture and management while also applying strategies to existing businesses in its…

Read full story

PayPal - A Falling Star or a Quality Business Trading at a Discount?

Invest In Assets 📈
·
June 3, 2023
PayPal - A Falling Star or a Quality Business Trading at a Discount?

The Business PayPal (PYPL) is a pure-play payment compounder that is intricately tied to the global e-commerce market and the widespread adoption of digital payments. Consensus expects PayPal to achieve a top-line growth rate of 10-12% annually, with an EBITDA margin and return on invested capital (ROIC) exceeding 20%. Furthermore, PayPal is projected to…

Read full story

Baycurrent - A Japanese Gem, Well Positioned to Capitalize on Japans Digital Transformation

Invest In Assets 📈
·
May 27, 2023
Baycurrent - A Japanese Gem, Well Positioned to Capitalize on Japans Digital Transformation

Introduction Baycurrent is a Japanese consultancy business that has seen stellar growth over the last 5 years (CAGR): Revenue: 30% Net Income: 61.65% Levered cash flow: 43.9% Thesis: Japanese legacy businesses are investing in their digital transformation. They have a lot of cash to spend to achieve this. Baycurrent is uniquely positioned to take advantage…

Read full story

The Everything Store has a Strong Competitive Advantage, Multiple Growing Business Segments, and is on a 40% Pullback from its all time highs

Invest In Assets 📈
·
May 14, 2023
The Everything Store has a Strong Competitive Advantage, Multiple Growing Business Segments, and is on a 40% Pullback from its all time highs

The business Amazon.com was founded in 1994 by Jeff Bezos. The young entrepreneur saw a big opportunity as the internet was growing by ~200% annually, and he had the vision to capitalize on this, by starting an online bookstore. The business has grown to more than $1 trillion market cap, and Jeff Bezos has since stepped down as CEO, although he remains t…

Read full story

Dino Polska - A Fast Growing Retail Store Chain in Polen with a Strong Business Model and a natural Competitive Advantage

Invest In Assets 📈
·
April 23, 2023
Dino Polska - A Fast Growing Retail Store Chain in Polen with a Strong Business Model and a natural Competitive Advantage

The Business Dino Polska is a Polish retail store chain that is rapidly expanding in Polen. The retailer was founded in 1999 by Tomasz Biernacki and the stores were in the early days located in smaller places outside the cities. What separates Dino Polska from its competitors is that it owns all the premises and land where its stores operate, unlike most…

Read full story

A Boring, Decentralized, Steady Serial Acquierer that focuses on Asset-Light Niche Market Leaders with Strong Free Cash Flow

Invest In Assets 📈
·
April 15, 2023
A Boring, Decentralized, Steady Serial Acquierer that focuses on Asset-Light Niche Market Leaders with Strong Free Cash Flow

Roper Technologies Table of content: Business overview Dividends Stock Development Financial Overview Competitive Advantage Ownership Discounted Cash Flow Analysis Conclusion Business Overview Roper, a well-diversified technology firm. It operates three segments: application software, network software and systems, and technology-enabled products. The company ac…

Read full story

Texas Instruments: Secular trends, fantastic business model, and competent capital allocators

Invest In Assets 📈
·
March 18, 2023
Texas Instruments: Secular trends, fantastic business model, and competent capital allocators

Texas Instruments The Business Texas Instruments is a leading semiconductor company headquartered in Dallas, Texas. Founded in 1930, the company has grown into a multinational corporation that designs and manufactures a wide range of semiconductor technologies and embedded systems for a variety of applications.

Read full story

Beauty pays - L'Oréal is a quality business with high return on capital, high margins and a wide moat

Invest In Assets 📈
·
March 11, 2023
Beauty pays - L'Oréal is a quality business with high return on capital, high margins and a wide moat

L’oréal $OR.PA The Business L’oréal is the largest beauty company in the world. It has consumer products in makeup, skincare, hair care, and fragrance. The company is more than 100 years old, founded in 1909. It has a track record of quality compounding.

Read full story

One of the worlds most important company with a machine so complex, noone can replicate it

Invest In Assets 📈
·
March 4, 2023
One of the worlds most important company with a machine so complex, noone can replicate it

ASML The Business ASML is a company from the Netherlands that produces photolithography which is an important step when producing semiconductors. ASML sells its products to major semi-producers and is considered one of the most important companies in the world.

Read full story