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Update 2025.3 - Alimentation Couche-Tard (ATD.TO)
Many Initiatives to Optimize Operations
22 hrs ago
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YoungHamilton
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Update 2025.3 - Alimentation Couche-Tard (ATD.TO)
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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
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YoungHamilton
6
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AGB 2025.2 - Booking Holdings (BKNG)
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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
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YoungHamilton
8
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AGB 2025.1 - Airbnb (ABNB)
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April 2025
Update 2025.2 - Tyler Technologies (TYL)
Cloud First + Payments Drive Recurring Revenues
Apr 28
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YoungHamilton
5
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Update 2025.2 - Tyler Technologies (TYL)
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Update 2025.1 - Domino's Pizza (DPZ)
Still Best in Class ROI for Franchisees
Apr 8
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YoungHamilton
6
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Update 2025.1 - Domino's Pizza (DPZ)
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New Start to Analyzing Good Businesses
Finally Going Paid, Fully Committing
Apr 1
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YoungHamilton
19
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New Start to Analyzing Good Businesses
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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
•
YoungHamilton
34
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AGB 2024.6 - IDEXX Laboratories (IDXX)
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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
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YoungHamilton
35
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AGB 2024.5 - Axon Enterprise (AXON)
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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
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YoungHamilton
66
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AGB 2024.4 - Lululemon Athletica (LULU)
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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
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YoungHamilton
25
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AGB 2024.3 - Electronic Arts (EA)
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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
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YoungHamilton
39
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AGB 2024.2 - Ashtead Group (AHT.L)
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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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YoungHamilton
34
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AGB 2024.1 - Deere & Co. (DE)
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