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Weekly update
September 12, 2024
Perimeter Solutions vs Fortress, FTAI, Intuitive Surgical, Capital One, TerraVest, Bonesupport, TDG, Ryerson, Dynatrace
BONESUPPORTFTAI AviationRyersonDynatraceTransDigm GroupSplunkPerimeter Solutions
Weekly update
September 4, 2024
FTAI Aviation & CFM56 MRO, Tesla, ISRG, TransDigm, CMG, Constellation Software, RYAN, MongoDB
TeslaFTAI AviationToyotaGreen Landscaping GroupMongoDBTopicusConstellation SoftwareIntuitive SurgicalComputer ModellingSchlumbergerMedtronicTransDigm GroupOracle
Weekly update
August 28, 2024
FTAI & Chromalloy CFM56 HPT PMA, Ferrari EVs, HWDN France, CMG, BLDR, Smartsheet, Palo Alto, Macfarlane
FTAI AviationChromalloyFerrariMicrosoftMacfarlaneSmartsheetAtlassianZscalerSchlumbergerHowden JoineryComputer ModellingBuilders FirstSourcePregis
Weekly update
August 21, 2024
Perimeter Solutions, ZYN, Computer Modelling Group, MTU Aero, FTAI, RTX, Loar, PM, LX, Becle, Macfarlane, Auto Partner
LoarBecleMacfarlaneFTAI AviationComputer ModellingLouisiana-PacificRTXTransDigm GroupPhilip Morris International
Weekly update
August 14, 2024
Intuitive Surgical, Danaher, FTAI & AAR, Carvana, LGI, Smartsheet, LPX, MongoDB, Flutter, Idun, Lifco
LifcoMongoDBDanaherHalmaFTAI AviationCarvanaSmartsheetLennarIdun IndustrierIntuitive SurgicalMedtronicGeneral ElectricPineconeLouisiana-Pacific
Weekly update
August 7, 2024
Procore, Danaher, FTAI, Heico PMA vs TransDigm, Terravest, Kinsale, MongoDB, HVAC, Loar Group, Green Landscaping
DatabricksCarrierProcoreLoarWencorFTAI AviationHEICOGreen Landscaping GroupSnowflakeMongoDBWatscoDanaherGeneral ElectricSafranTransDigm Group
Weekly update
August 2, 2024
Top 20 Free In Practise Interviews
WayfairGoogleAldiFerrariDanaherLyftGFL EnvironmentalThe GymAmazonDatadogLifcoSDI GroupCopartUpworkTransDigm GroupTeslaBurford Capital
Weekly update
July 31, 2024
Lifco vs Halma, Danaher, Eurofins, Waters Corp, PM & BAT, Wayfair vs AMZN, Ocado, MongoDB
AgilentLifcoWayfairHalmaDanaherWatersMongoDBAmazonPhilip Morris International
Weekly update
July 24, 2024
Carrier vs Trane HVAC, Roper, O'Reilly, Ryan Specialty, Midwich, Privia, MongoDB, Cogent
CarrierRoperAT&TMongoDBWatscoRyan Specialty GroupTeslaLifcoDaikinConstellation SoftwareBoseAutoZoneDanaherDiploma
Weekly update
July 17, 2024
Halma, Rolex & WOSG, RH, Roper, Belron, Ocado, Daily Journal, Idox, Cogent
RolexIDOXHalmaRoperGEICOLifcoTeslaAT&TWatches of Switzerland GroupBelron
Weekly update
July 16, 2024
Organizing our Library: Industries, Moats, & Business Models
Weekly update
July 10, 2024
Topicus, Lithia, Roper, Cogent, Air Products / Linde, Volution, MKL, Belron, Ashtead, BrightSpring
TopicusRoperMarkelAutoNationGeneral MotorsLindeTesla
Weekly update
July 4, 2024
Markel Re, Addtech, Tesla Repairs, Idox, Air Products, Belron, Informa, UnitedHealth
AddtechTeslaIDOXMarkelLifcoToyotaInformaThe AllstateTechTargetAnthemHalmaLindeUnitedHealth
Weekly update
June 26, 2024
TSLA, Brown & Brown, Rolex & Watches of Switzerland, DJCO, Belron, VEEV, bioMérieux, Dynatrace, TechTarget
TeslaTechTargetDynatraceVeevaDatadogIQVIABrown & BrownWatches of Switzerland GroupAutoZoneOReilly AutomotiveDaily JournalInforma
Weekly update
June 20, 2024
ADSK vs Procore, FTAI & CFM56 MRO, Belron, Topicus, Eurofins, Cogent, UnitedHealth, Ametek, Pets at Home
AutodeskTopicusProcoreFTAI AviationAMETEKAT&TUnitedHealthPets at HomeChromalloyDanaherEurofins ScientificSYNLAB
Weekly update
June 13, 2024
Lifco vs Halma, LKQ, Brown & Brown, Procore, ALGN, Agilon, MONRO, PETS, MNDY
LifcoLKQHalmaPets at HomeProcoreMonroAlign TechnologymondaycomAtlassianDanaherConstellation SoftwareBrown & Brown
Weekly update
June 10, 2024
IP Research Roundup: Transdigm, Loar, HEICO, FTAI
TransDigm GroupHEICOLoarTopicusSatairHoneywellAirbusSafranConstellation Software
Weekly update
June 5, 2024
Tesla Insurance, Topicus, HWDN France, O'Reilly, UnitedHealth, TechTarget, Dynatrace, CCOI, Brockhaus, Alpha Group
GartnerTeslaTopicusAT&TTechTargetDynatraceInformaHowden JoineryZayo Group HoldingsThe ProgressiveMicrosoftCogent CommunicationsCenturyLinkBosch
Weekly update
May 31, 2024
LOAR, O'Reilly, IQVIA vs VEEVA, ELV, UNH, Markel & Kinsale, Rightmove, Medpace
LoarVeevaZooplaIQVIAMarkelSalesforceRightmoveMedpaceUnitedHealthAetnaFoxtonsTransDigm GroupHoneywellMeggittElevance Health
Weekly update
May 23, 2024
AppFolio, Loar Group, O'Reilly ICE vs EVs, MKL, Douyin, PDD & BABA, AMETEK, HLMA, Brockhaus, Johns Lyng
LoarMarkelAppFolioHalmaAMETEKPDD HoldingsByteDanceJD.comJobRadHoneywellAlibabaAmazonShopifyHEICOAirbusShimano