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Full investment case Constellation Software
Hi Partner 👋
Jan 11
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Compounding Quality
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Update 2025.6 - Dollar General (DG)
Where are the Trade Down Customers?
Nov 17, 2025
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YoungHamilton
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Update 2025.5 - Copart (CPRT)
Is the Competition Finally Catching Up?
Oct 13, 2025
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YoungHamilton
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Update 2025.4 - Nexstar Media Group (NXST)
Even More Consolidation Opportunities Ahead?
Sep 15, 2025
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AGB 2025.4 - Badger Meter (BMI)
Badger Meter is the leading provider of water management solutions for municipalities, utilities and commercial customers. The company’s primary product…
Aug 25, 2025
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AGB 2025.3 - Ecolab (ECL)
Ecolab is the leading provider of chemical equipment and solutions for 40 different end markets and industries. The company’s products ensure food…
Jul 28, 2025
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Update 2025.3 - Alimentation Couche-Tard (ATD.TO)
Many Initiatives to Optimize Operations
Jul 1, 2025
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AGB 2025.2 - Booking Holdings (BKNG)
Booking Holdings is the leading online travel agency (OTA) with over 1.1B room nights, 83M rental car days and 49M airline tickets transacted through…
Jun 9, 2025
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Analyzing Good Businesses
Detailed write-ups and updates on 70+ public companies that have high returns on incremental capital & long runway for reinvestment, i.e. "Good Businesses"
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