Analyzing Good Businesses

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AGB 2024.2 - Ashtead Group (AHT.L)
Ashtead is the 2nd largest equipment rental company in North America. The company supports 800k+ customers and has a fleet of 1M+ rental units, which…
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YoungHamilton
6
AGB 2024.1 - Deere & Co. (DE)
Deere is the leading producer of agriculture related machinery (60% market share of tractors in North America). Founded in 1837, the company has a long…
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YoungHamilton
8
AGB 2023 - End of Year
A Few More Tweaks
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YoungHamilton
AGB 2023.10 - Equity Lifestyle Properties (ELS)
Equity Lifestyle is one of the two largest owners of manufactured housing (MH), recreational vehicle (RV), marina properties. As of the third quarter of…
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YoungHamilton
2
AGB 2023.9 - Amphenol Corp (APH)
Amphenol is one of the leading designers and manufacturers of electronic connectors and sensors. The company started as a manufacturer of sockets for…
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YoungHamilton
2
AGB 2023.8 - AutoZone (AZO)
AutoZone is the leading auto parts retailer in the U.S., mainly known for servicing the do-it-yourself (DIY) market. As of 2023, the company operated…
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YoungHamilton
11
AGB 2023.7 - Ametek (AME)
Ametek is a leading industrial conglomerate specializing in electronic instruments and electromechanical devices. The company is a serial acquirer of…
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YoungHamilton
Analyzing Good Businesses
Analyzing Good Businesses
Detailed write-ups on 65+ public companies that have high return on incremental capital & long runway for reinvestment

Analyzing Good Businesses

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