I recently ran a screen across publicly listed software companies in the Nordics to identify businesses with durable economics and attractive long-term growth characteristics. From the initial universe, a subset of companies passed a first-stage filter focused on are they in the Nordics and are they selling software. I then
Hello. Here's the October update of the Global Compounders Database. You can find the download link on the Exclusive Content tab. Let's take a look at what's new and what stands out. One new company I'm always on the look out for
I’m excited to share some of my latest research. The aim was to look for companies that are growing their total assets, at a consistent rate, corrected for goodwill. Balance sheet growth vs income statement growth When looking for growing companies, investors typically head straight to the income statement
I’ve recently taken a closer look at a lesser-known corner of the industrial economy and discovered a textbook example of a global oligopoly hiding in plain sight. It's the industrial gas sector, which is dominated by just four companies that have delivered consistent growth and impressive returns
I hope you're having a lovely Summer so far. I recently returned from a holiday in Guernsey, Herm and Sark - which are three of the Channel Islands off the south coast of England, just west of France. There are two items in this month's update.