$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.
Also a fan of your work; Thermo Fisher might be interesting with their acquistion strategy that they pursued over the years.
Visa/Mastercard
Alphabet especially with AI development Openaichat
Dominos Pizza
Comcast
CVS
Union Pacific Railroad
ASML NV
London Stock Exchange
United Health
Love your newsletter. You should consider looking at MKTX/TW.
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
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,
...
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...
Ocado
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
New subscriber but really love the content-keep it up! Have you already covered a luxury name like LVMH or Hermes?
$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)
Colliers (CIGI)
Health Insurance (UNH, HUM) would be cool or Gartner (IT)
Bunzl, Brambles