Analyzing Good Businesses

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AGB Suggestions ThreadHi everyone. If you have any suggestions for the newsletter, feel free to write them here. Suggestions can be anything from new companies to res…
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18
NewTopCommunity
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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4
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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3
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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12
A Pivot Year
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4
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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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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4
ANSYS is the leading provider of simulation software for customers across many technical industries. Customers use the company’s software to simulate…
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7
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Analyzing Good Businesses

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