Archive - Analyzing Good Businesses

AGB 2024.6 - IDEXX Laboratories (IDXX)

IDEXX is the leading provider of diagnostics instruments, tests and services for the companion animal veterinary industry. The company serves veterinary…

Sep 30, 2024 •

August 2024

AGB 2024.5 - Axon Enterprise (AXON)

Axon Enterprise is the leading provider of conducted electrical weapons under its TASER brand. The company also sells sensors (mainly body and fleet…

Aug 5, 2024 •

July 2024

AGB 2024.4 - Lululemon Athletica (LULU)

Lululemon is a leading designer and retailer of athleisure and sports apparel. The company’s first store was opened in 1998 in Vancouver, Canada. With…

Jul 1, 2024 •

May 2024

AGB 2024.3 - Electronic Arts (EA)

Electronic Arts (EA) is one of the largest developers and publishers of video games. The company owns or licenses some of the largest brands in the…

May 6, 2024 •

March 2024

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…

Mar 11, 2024 •

January 2024

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…

Jan 29, 2024 •

December 2023

October 2023

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…

Oct 30, 2023 •

September 2023

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…

Sep 25, 2023 •

August 2023

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…

Aug 21, 2023 •

July 2023

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…

Jul 17, 2023 •

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