Latest
☁️ Trends impacting 2025
Latest research note: KLA Corp.
🚢 Steady FCF yield
Latest research note: Parker Hannifin
⛰️ Consistent and steady growth
📔 New book release
🏦 Allocating capital like Fair Isaac
❄️ December update of the Global Compounders Database
🥕 Stock-based compensation: when do we worry?
I was recently reading through the annual report of Qualys, the cybersecurity company, and stumbled upon the following quote: We understand that providing competitive compensation and benefits plays a critical role in attracting and retaining the best available personnel. That is why we offer robust compensation and benefits to our