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↗️ Share price linearity
Over the last 15 years, Descartes Systems Group has grown its share price at an annualised rate of 24% per year. Just as impressive is the fact that it did so with a linearity of 0.93. Linearity refers to how straight a line. Companies with high linearity have a
❄️ January update of the Global Compounders Database
☁️ 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