Hi everyone. If you have any suggestions for the newsletter, feel free to write them here.
Suggestions can be anything from new companies to research to other things that you’d like to see covered in each write-up.
Thanks in advance!
Also a fan of your work; Thermo Fisher might be interesting with their acquistion strategy that they pursued over the years.
Alphabet especially with AI development Openaichat
Union Pacific Railroad
London Stock Exchange
Love your newsletter. You should consider looking at MKTX/TW.
Graco (GGG) is worth your time.
We’d love to read a write-up of yours on Constellation Software.
Great work! Names to consider: VVV, BRBR, POST, RBC and RACE.
FICO, Autodesk and Procore.
Yeah would be good to read if there is something better than UNH. MOH, ELV, HUM...
appreciate your work.
MSFT, FICO, MCO or SPGI, MA or V,
ACN, VRSK, AZPN,ADSK,
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!
Hi :) Huge fan of your write-ups! How about taking a look at OTC Markets, Tradeweb, Sherwin Williams or Autozone?
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)
Health Insurance (UNH, HUM) would be cool or Gartner (IT)