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🇫🇷 Searching for compounders in France
🇩🇰 Danish compounders and S&P 500 CAGRs
🇬🇧 Searching for compounders in the UK
🌼 March update
🌱 March update
🇩🇪 Searching for compounders in Germany
🇦🇺 Searching for compounders in Australia
🇸🇪 Searching for compounders in Sweden
🛰️ Three under-the-radar linear compounders
Number 1: Paylocity (NASDAQ:PCTY) * Business: Paylocity sells cloud-based payroll and human capital management software. They sell to businesses of all sizes, primarily in the US. They have a market capitalisation of $12bn. * Growth: Over the last 5 years, their revenue has grown 25% per year and FCF per
❄️ February update
🏋️ Consistently high returns on capital
This is just a quick update to share some of today's analysis. I started with the S&P 500, 400 and 600. I then calculated the cash returns on capital over the last 10 years and determined the minimum that the cash ROC was over the last