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July 2024 Valuation Update
We are offering you a 3-month trial on Koyfin.
22 hrs ago
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July 2024 Valuation Update
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Autodesk: It’s all about execution
Autodesk has a resilient and high-quality business model, with its subscription-based approach offering significant revenue and cash flow…
Jul 25
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Autodesk: It’s all about execution
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Adyen: Simplifying Payments with Top-Notch Quality
Adyen stands out in the fintech industry. Its single platform allows for rapid innovation and lower maintenance costs, while global acquiring and…
Jul 18
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Adyen: Simplifying Payments with Top-Notch Quality
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POOL Corporation: Valuation Update
“The most recent pool permit data suggests persistently weak demand for new pool construction, and with the peak selling season almost complete, we now…
Jul 4
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POOL Corporation: Valuation Update
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June 2024
June 2024 Valuation Update
We are offering you a 3-month trial on Koyfin.
Jun 28
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June 2024 Valuation Update
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FactSet: Navigating Cyclical Headwinds and Positioning for Growth
FactSet’s diverse market offerings, high client retention, affordability relative to leading peers, and extensive data and content provider network make…
Jun 27
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FactSet: Navigating Cyclical Headwinds and Positioning for Growth
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Fresh Stock Ideas
Weekend Ideas
Jun 21
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Fresh Stock Ideas
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Baking Success: Greggs’ Growth Strategy beyond the Sausage Roll
We first covered Greggs plc in September 2022, at which time execution under the leadership of its new CEO, Roisin Currie, was a key risk. Fast forward…
Jun 13
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Baking Success: Greggs’ Growth Strategy beyond the Sausage Roll
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Industry Overview #2
Financial data and analytics industry
Jun 6
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Industry Overview #2
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May 2024
May 2024 Valuation Update
We are offering you a 3-month trial on Koyfin.
May 31
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May 2024 Valuation Update
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PubMatic: Emerging as a Strong Contender in the SSP Market
PubMatic is a founder-led company, established by two brothers, Rajeev Goel and Amar Goel. Does this make it a compelling investment case?
May 23
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PubMatic: Emerging as a Strong Contender in the SSP Market
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Why are we selling Reckitt Benckiser?
This is the first company we are exiting entirely from our portfolio due to serious management trust concerns.
May 14
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Why are we selling Reckitt Benckiser?
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