A Conservative Look Evolution AB's US & Asia Total Available MarketAny investor currently looking into Evolution AB (Evo), or who enjoys studying great businesses should learn about the company. It’s an incredible business, with great economics, low debt, excellent management, an excellent moat, and great growth prospects. Today we’ll be looking…
Topicus: Another Great Compounder Part IIIn Part I of this analysis, we covered: Company introduction Destination analysis Debt Capital allocation If you haven’t read that release, I’d suggest hitting this link and reading that before moving to the second part, as it will make more sense. You’ll get a feel for why the…
A Tiny Serial Acquirer With Some Intriguing Competitive Advantages: TeqnionTeqnion has some very interesting moats that give it a competitive advantage against competition Any analyst looking to do good work in investing should have some idea of the moats that protect a company from competitors. A company like Teqnion has high returns (>25%) on equity…
Topicus: Another Great Compounder In The MakingIntroduction Topicus is the product of a spinoff of Total Specific Solutions (TSS) from Constellation Software in 2020. Topicus is something like Constellation Software in its early days when it was an unknown 6 billion-dollar company. The last time CSU was at 6 billion was in…
The Thinking Investor
The Thinking Investor
The Thinking Investor
thethinkinginvestor24.substack.com
The Thinking Investor
Sharing important lessons on high quality businesses, investing frameworks, market psychology, and from my own journey of managing my own portfolio.
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