Investments Cases

Norbit ASA Investment Case

A Norwegian compounder hidden in plain sight.

Jul 22 •

FluentInQuality

Is Röko AB A Buy Right Now?

A complete analysis on Röko AB.

Jul 9 •

FluentInQuality

Is Kelly Partners Group A Buy Right Now?

Kelly Partners might be the rare firm turning a boring industry into investor gold.

Jun 17 •

FluentInQuality

Is UnitedHealth Group A Buy Right Now?

America’s biggest health insurer — but is it a buy right now?

May 27 •

FluentInQuality

Is Games Workshop Group Plc A Buy?

Is this mid-cap the generational compounder for the next decades? Lets find out!

May 11 •

FluentInQuality

Investment Case: Novo Nordisk

A complete investment case on the pharma giant, Novo Nordisk.

Apr 11 •

FluentInQuality

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 •

FluentInQuality

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 •

FluentInQuality

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 •

FluentInQuality

Medpace: A Compelling Long-Term Opportunity And High-Quality Compounder!

This business holds a 5% market share but has been growing its total revenues at a CAGR of 22.32% since 2014, achieving a cumulative growth of over…

Jan 5 •

FluentInQuality

O'Reilly Automotive- The Automotive Parts Winner or Loser?

O'Reilly Automotive has a 20-year CAGR of 22.44% based on its stock price. But, can we expect this to continue and see O'Reilly Automotive dominate or…

Dec 21, 2024 •

FluentInQuality

KLA Corporation: The Key to the Future of the Semiconductor Industry?

Is KLA the Unsung Hero Driving the Semiconductor Industry Forward?

Dec 14, 2024 •

FluentInQuality

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