Archive - Analyzing Good Businesses

Update 2025.3 - Alimentation Couche-Tard (ATD.TO)

Many Initiatives to Optimize Operations

22 hrs ago •

June 2025

AGB 2025.2 - Booking Holdings (BKNG)

Booking Holdings is the leading online travel agency (OTA) with over 1.1B room nights, 83M rental car days and 49M airline tickets transacted through…

Jun 9 •

May 2025

AGB 2025.1 - Airbnb (ABNB)

Airbnb is the leading online marketplace for alternative accommodation stays. Through its website and mobile app, the company facilitates transactions…

May 19 •

April 2025

September 2024

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 •

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