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Articles
Price-to-revenue? Yawn. Here's evaluating high-quality companies beyond the basics
Shift your focus to uncovering high-quality companies with predictable revenue, network effects, high margins, and sustainable growth.
Oct 7, 20244 min read
Labor unions: Balancing worker rights and corporate profits
Unions can increase labour costs but also reduce turnover and boost profitability. Learn how it affects us as investors.
Sep 23, 20243 min read
Debt drama: A guide to the debt-to-EBITDA ratio
Is a low debt-to-EBITDA ratio always good for investors? Learn the ideal ratio and recognize when it indicates missed growth opportunities.
Sep 2, 20243 min read
Diageo plc Fundamental Analysis
A deep dive into Diageo plc, a consumer defensive company.
Aug 26, 202411 min read
Ulta Beauty, Inc. Fundamental Analysis
A deep dive into Ulta Beauty, Inc., a consumer cyclical company.
Aug 21, 202412 min read
AGCO Corporation Fundamental Analysis
A deep dive into AGCO Corporation, an industrial company.
Aug 14, 202412 min read
Henry Schein, Inc. Fundamental Analysis
A deep dive into Henry Schein, Inc., a healthcare company.
Aug 5, 202414 min read
Investing with Chris Mayer: Dirty hands, big returns.
Tired of chasing hot stocks? Learn how Chris Mayer builds lasting fortunes in unfashionable sectors and questions accounting earnings.
Aug 5, 20243 min read
Autoliv, Inc. Fundamental Analysis
A deep dive into Autoliv, Inc., a consumer discretionary company.
Jul 31, 202412 min read
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