I think it will make no sense for me to add another one. I am a longtime investor in UNH for years now. Another one, where I cant find a real solid competitor is Ensign Group. Probably this one is intersting to you.
$LW could be up your alley. French fry provider to chic-fil-a, McDonald’s etc. Have contract with large farmers in Idaho, Washington state
Was just spun off from Conagra a few years ago and working toward efficiency and scale. Potatoes are not a bad thing to own in an inflationary environment.
I would really really appreciate if you would do a detailed analysis of adentra and speciality architecture products sector. As I want to learn more about building products distributors and how can they grow and be competitive
Also a fan of your work; Thermo Fisher might be interesting with their acquistion strategy that they pursued over the years.
Thanks F.Q.! I tried $TMO a couple of times, but I couldn't "get it" enough to write intelligently about it. But, I'll give it another try next year.
What about Mettler Toledo (MTD) instead? Simpler than TMO, I'd argue better/more consistent earnings growth.
Love your newsletter. You should consider looking at MKTX/TW.
Thanks Nick!
We’d love to read a write-up of yours on Constellation Software.
Visa/Mastercard
Alphabet especially with AI development Openaichat
Dominos Pizza
Comcast
CVS
Union Pacific Railroad
ASML NV
London Stock Exchange
United Health
Thanks for the suggestions! Also just FYI, I already wrote up DPZ.
Scout 24 - Online Rental Market Platform with extremely high margins
Wetherspoons - Pub Chain in the UK. Huge branding and go to to pub for people who want to save some bucks.
Ryman Healthcare - Elderly Home Developer and Operator. Strong fundamentals but struggling with recent economic climate
Hi :) Huge fan of your write-ups! How about taking a look at OTC Markets, Tradeweb, Sherwin Williams or Autozone?
Those are good suggestions.
I did write-ups on Sherwin Williams and O'Reilly Automotive in 2021, if you're interested.
Thanks!
Perhaps another interesting company worth writing about: NVR
Vincent, we aren’t as good as Mr. Hamilton, but we wrote up OTCM here:
https://specialsituationinvesting.substack.com/p/otc-markets-group-a-quality-compounder
Thanks! Will have a look at it right away :)
Graco (GGG) is worth your time.
Great work! Names to consider: VVV, BRBR, POST, RBC and RACE.
FICO, Autodesk and Procore.
We second FICO.
Yeah would be good to read if there is something better than UNH. MOH, ELV, HUM...
Hard to top UNH but let's see.
I think it will make no sense for me to add another one. I am a longtime investor in UNH for years now. Another one, where I cant find a real solid competitor is Ensign Group. Probably this one is intersting to you.
Ocado
Danaher
It's on the list!
Some ideas for write ups:
Diploma
Fortinet
Zoetis
Adobe
Edwards Lifesciences
Really enjoy your posts, recommend $WSC, $AAON, $FSV, $SNA, or $VRSN
Lots of a great suggestions in here, would be happy with any but will through some names into the hat:
Greggs PLC (GRG)
That is all
Will look into it!
New subscriber but really love the content-keep it up! Have you already covered a luxury name like LVMH or Hermes?
Thanks Jasper. I haven't done much in the luxury space, but I'll let you know when I do.
appreciate your work.
my wishlist:
MSFT, FICO, MCO or SPGI, MA or V,
ACN, VRSK, AZPN,ADSK,
ASML,TSMC, ADI,ANET,
ISRG, MDT, SYK,
WAT, A, TMO,
...
$LW could be up your alley. French fry provider to chic-fil-a, McDonald’s etc. Have contract with large farmers in Idaho, Washington state
Was just spun off from Conagra a few years ago and working toward efficiency and scale. Potatoes are not a bad thing to own in an inflationary environment.
Thank you for all your work! Huge fan of your deep dives, it’s helped me form my own thesis on high quality stocks. How about UNH or SPGI? Thanks!
Hello! Very good write-ups! But how about:
Accenture (ACN) / EPAM Systems (EPAM) / Globant (GLOB) / Endava (DAVA)
FTI Consulting (FTI) / Booze Allen Hamilton (BAH) / Exponent (EXPO)
Edwards Lifesciences (EW) / West Pharmaceuticals (WST)
Colliers (CIGI)
Health Insurance (UNH, HUM) would be cool or Gartner (IT)
I'll add it to the list.
It would be intersting to make every quarter a check of all agb stock with main data such as eps revenues roic evolution
Have you considered doing a write up on Adobe? Big fan of your work, keep it up!
I would really really appreciate if you would do a detailed analysis of adentra and speciality architecture products sector. As I want to learn more about building products distributors and how can they grow and be competitive
Adentra and coveo
Bunzl, Brambles