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Investments Cases

Is Kelly Partners Group A Buy Right Now?
Kelly Partners might be the rare firm turning a boring industry into investor gold.
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Is UnitedHealth Group A Buy Right Now?
America’s biggest health insurer — but is it a buy right now?
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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!
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Investment Case: Novo Nordisk
A complete investment case on the pharma giant, Novo Nordisk.
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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…
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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…
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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…
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9
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…
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23
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…
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2
KLA Corporation: The Key to the Future of the Semiconductor Industry?
Is KLA the Unsung Hero Driving the Semiconductor Industry Forward?
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2
Fastenal: A True Compounder or a Hidden Trap?
Unpacking the Growth Story Behind the Numbers—Is It Time to Hold or Fold?
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5
Hims and Hers; Redefining Wellness and Telemedicine for a New Generation
How the Direct-to-Consumer Health Brand Is Revolutionizing Access to Personal Care, One Click at a Time
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