Analyzing Good Businesses

AGB 2025.4 - Badger Meter (BMI)

Badger Meter is the leading provider of water management solutions for municipalities, utilities and commercial customers. The company’s primary product…

Aug 25 • 

YoungHamilton

6

July 2025

AGB 2025.3 - Ecolab (ECL)

Ecolab is the leading provider of chemical equipment and solutions for 40 different end markets and industries. The company’s products ensure food…

Jul 28 • 

YoungHamilton

7

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

Many Initiatives to Optimize Operations

Jul 1 • 

YoungHamilton

6

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 • 

YoungHamilton

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 • 

YoungHamilton

10

April 2025

Update 2025.2 - Tyler Technologies (TYL)

Cloud First + Payments Drive Recurring Revenues

Apr 28 • 

YoungHamilton

6

Update 2025.1 - Domino's Pizza (DPZ)

Still Best in Class ROI for Franchisees

Apr 8 • 

YoungHamilton

7

New Start to Analyzing Good Businesses

Finally Going Paid, Fully Committing

Apr 1 • 

YoungHamilton

20

7

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

3

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 • 

YoungHamilton

35

2

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 • 

YoungHamilton

66

3

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 • 

YoungHamilton

25

1