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Burberry Lifting Luxury Sector
Impressive rebound in sector's valuations on strong Americas and Chinese stimulus hopes
9 hrs ago
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Burberry Lifting Luxury Sector
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TSS (Topicus) Kicks 2025 Off With Major Acquisition
Reviewing this transaction, and our valuation model
Jan 14
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TSS (Topicus) Kicks 2025 Off With Major Acquisition
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Q1 2025 - AutoZone - Analysis
Sequential improvement in SSS, continued merchandise margin expansion
Dec 10, 2024
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Q1 2025 - AutoZone - Analysis
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Q3 2024 - Constellation Software & Its Spin-Outs - Full Analysis
Looking under the hood, contextualizing cash performance - well on track for another solid year
Nov 9, 2024
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Q3 2024 - Constellation Software & Its Spin-Outs - Full Analysis
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9M 2024 - Sanlorenzo - Full Analysis
Strong resilience across all product ranges, and a positive view on 2H 2025
Nov 8, 2024
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9M 2024 - Sanlorenzo - Full Analysis
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Q3 2024 - Harvia - Full Analysis
Profitability well above expectations, driven by strong demand for premium and high-end solutions
Nov 7, 2024
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Q3 2024 - Harvia - Full Analysis
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The Outlook for the Automotive Aftermarket
AutoZone and O'Reilly Automotive share their views during Gabelli Symposium
Nov 6, 2024
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The Outlook for the Automotive Aftermarket
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Q3 2024 - Topicus.com - Full Analysis
Blowout quarter for profitability - M&A engine reaccelerating at the end of Q3?
Nov 1, 2024
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Q3 2024 - Topicus.com - Full Analysis
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Q3 2024 - Linde Plc - Full Analysis
Strong margin expansion continued despite choppy macro - overly conservative guidance
Oct 31, 2024
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Q3 2024 - Linde Plc - Full Analysis
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Q3 2024 - Otis Worldwide - Analysis
Hints at Q4 2024 and FY25 EBIT growth driven by stronger than expected performance outside China
Oct 30, 2024
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Q3 2024 - Otis Worldwide - Analysis
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Q3 2024 - O'Reilly Auto - Full Analysis
Growing above the market when competitors' margins and cash flow crumble
Oct 24, 2024
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Q3 2024 - O'Reilly Auto - Full Analysis
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Q3 2024 - Hermès Int'l - Analysis
Unmatched +30% two-year stack sales growth (at constant FX) vs. LVMH's Fashion & Leather Goods at -3%
Oct 24, 2024
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Q3 2024 - Hermès Int'l - Analysis
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