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Cerillion Plc ($CER) Investment Case
An in-depth investment case on Cerillion Plc
Oct 4
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Interparfums ($IPAR) Investment Case
In-depth analysis on Interparfums, ticker $IPAR.
Sep 22
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Is Protector Forsikring ASA A Buy? (Investment Case)
A complete deep dive into the fundamentals, management, industry, and outlook for Protector Forsikring ASA.
Sep 14
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Norbit ASA Investment Case
A Norwegian compounder hidden in plain sight.
Jul 22
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Is Röko AB A Buy Right Now?
A complete analysis on Röko AB.
Jul 9
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Is Kelly Partners Group A Buy Right Now?
Kelly Partners might be the rare firm turning a boring industry into investor gold.
Jun 17
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Is UnitedHealth Group A Buy Right Now?
America’s biggest health insurer — but is it a buy right now?
May 27
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Is Games Workshop Group Plc A Buy?
Is this mid-cap the generational compounder for the next decades? Lets find out!
May 11
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Investment Case: Novo Nordisk
A complete investment case on the pharma giant, Novo Nordisk.
Apr 11
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S&P Global: A Top-Tier Compounder – Is Now the Time to Buy?
Since 1990, a 12.9% CAGR, outstanding returns on capital, a free cash flow powerhouse, and above all—an unstoppable near-monopoly with an impenetrable…
Mar 21
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Fair Isaac Corporation: Can Investors Bank on FICO’s Score?
Since 1990 until today Fair Isaac compounded its share price with a CAGR of 23.8%, 40% returns on capital, and cash flow CAGR of 19%. But, is it as good…
Jan 31
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Ferrari: Where Luxury Cars Drive Luxury Shareholder Returns
Since 2016, Ferrari has delivered an impressive total return of 889.33%, translating to a remarkable CAGR of approximately 28.91%. At its peak, the…
Jan 17
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