41 Comments
User's avatar
F.Q.'s avatar

Also a fan of your work; Thermo Fisher might be interesting with their acquistion strategy that they pursued over the years.

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YoungHamilton's avatar

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.

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Nick's avatar

What about Mettler Toledo (MTD) instead? Simpler than TMO, I'd argue better/more consistent earnings growth.

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Nick Palmer's avatar

Love your newsletter. You should consider looking at MKTX/TW.

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YoungHamilton's avatar

Thanks Nick!

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JB's avatar

Visa/Mastercard

Alphabet especially with AI development Openaichat

Dominos Pizza

Comcast

CVS

Union Pacific Railroad

ASML NV

London Stock Exchange

United Health

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YoungHamilton's avatar

Thanks for the suggestions! Also just FYI, I already wrote up DPZ.

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MaxMeyer's avatar

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

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Vincent_St's avatar

Hi :) Huge fan of your write-ups! How about taking a look at OTC Markets, Tradeweb, Sherwin Williams or Autozone?

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YoungHamilton's avatar

Those are good suggestions.

I did write-ups on Sherwin Williams and O'Reilly Automotive in 2021, if you're interested.

Thanks!

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Vincent_St's avatar

Perhaps another interesting company worth writing about: NVR

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Six Bravo's avatar

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

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Vincent_St's avatar

Thanks! Will have a look at it right away :)

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Dan's avatar

Graco (GGG) is worth your time.

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Six Bravo's avatar

We’d love to read a write-up of yours on Constellation Software.

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Pounardjian, Razmig's avatar

Great work! Names to consider: VVV, BRBR, POST, RBC and RACE.

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Bwitmer's avatar

FICO, Autodesk and Procore.

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Six Bravo's avatar

We second FICO.

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SHP's avatar

Yeah would be good to read if there is something better than UNH. MOH, ELV, HUM...

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YoungHamilton's avatar

Hard to top UNH but let's see.

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SHP's avatar

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.

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A. W.'s avatar

Ocado

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Conor Robbins's avatar

Danaher

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YoungHamilton's avatar

It's on the list!

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Harald Karlsson's avatar

Some ideas for write ups:

Diploma

Fortinet

Zoetis

Adobe

Edwards Lifesciences

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Conor Mac's avatar

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

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YoungHamilton's avatar

Will look into it!

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Jasper's avatar

New subscriber but really love the content-keep it up! Have you already covered a luxury name like LVMH or Hermes?

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YoungHamilton's avatar

Thanks Jasper. I haven't done much in the luxury space, but I'll let you know when I do.

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Husain Kothari's avatar

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,

...

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52weeklow's avatar

$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.

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Brian's avatar

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!

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MTYL's avatar

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)

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Nick Palmer's avatar

Health Insurance (UNH, HUM) would be cool or Gartner (IT)

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YoungHamilton's avatar

I'll add it to the list.

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MaxMeyer's avatar

Hi have you done any write up on sustainability/ climate focused firms? I think in this day and age this could be super relevant

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Albert's avatar

It would be intersting to make every quarter a check of all agb stock with main data such as eps revenues roic evolution

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Jasper's avatar

Have you considered doing a write up on Adobe? Big fan of your work, keep it up!

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Vivek Garg's avatar

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

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Vivek Garg's avatar

Adentra and coveo

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Fred111's avatar

Bunzl, Brambles

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