Business Breakdowns 💎
From Yoga Mats to Market Share: Lululemon Investment Case 💡
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👑MercadoLibre: Quality Growth at its Finest
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🏰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.
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.
📈Undervalued SaaS Business with Fantastic Fundamentals
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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.
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
Admicom: Highly profitable SaaS Business Offering an Attractive Risk/Reward (Part 1/2) 📈
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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-…
LVMH - The Luxury Power House 👜
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Undervalued Technology Leader in a Growing Market 🔐
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S&P Global: A Steady, Capital-Light, Quality Compounder 👑
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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
Cadence Design Systems - Predictable Growth & Cash Flows with a Wide Moat 💎
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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.
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…
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…
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.
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:
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…
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, …
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…
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…
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…
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…
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…
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…
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.
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.
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.