Analyzing Good Businesses

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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
8
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
AGB 2023.6 - U-Haul Holding Co. (UHAL)
U-Haul is the leading truck and trailer rental company for do-it-yourself moving in North America. The company started in 1945 by renting moving…
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YoungHamilton
6
AGB 2023 - Mid Year Update
Optimizing for Sustainable Growth
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YoungHamilton
AGB 2023.5 - Brown & Brown (BRO)
Brown & Brown is the 6th largest insurance broker based on 2022 revenues. The company acts as an intermediary between insurance carriers that provide…
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YoungHamilton
AGB 2023.4 - United Rentals (URI)
United Rentals is the largest equipment rental company in the world with a fleet of over 1M rental units in 4.6k different equipment classes offered at…
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YoungHamilton
7
AGB 2023.3 - Casey's General Stores (CASY)
Casey’s is the 3rd largest convenience store (c-store) operator in the U.S. with over 2.4k locations under the Casey’s, GoodStop and Bucky’s brands…
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YoungHamilton
5
Analyzing Good Businesses
Analyzing Good Businesses
Detailed write-ups on 60+ public companies that have high return on incremental capital & long runway for reinvestment

Analyzing Good Businesses

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