Analyzing Good Businesses

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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
AGB 2023.2 - Intuit (INTU)
Intuit is the leading financial management software provider for consumers and SMBs in the U.S. The company is best known for its TurboTax and…
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YoungHamilton
3
AGB 2023.1 - Vulcan Materials (VMC)
Vulcan Materials is the leading producer of aggregates in the U.S. with ~10% market share in 2021. The company has the #1 or #2 position in ~90% of its…
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YoungHamilton
12
AGB 2022 - End of Year
A Pivot Year
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YoungHamilton
4
AGB 2022.16 - MSCI (MSCI)
MSCI is a leading provider of index data and analytics tools for the asset management industry. Customers use the company’s indexes to define the…
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YoungHamilton
AGB 2022.15 - Church & Dwight (CHD)
Church & Dwight is a leading consumer packaged goods (CPG) company with a focus on personal care and household goods. Founded in 1846, the company is…
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YoungHamilton
5
Analyzing Good Businesses
Analyzing Good Businesses
Detailed write-ups on 55+ public companies that have high return on incremental capital & long runway for reinvestment

Analyzing Good Businesses

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