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Q1 2026 - Lifco
2/3% organic EBITA growth in Q1 - little's changed to the investment thesis
Apr 24
•
The Compounding Tortoise
11
3
Q1 2026 - Otis Worldwide
Outlook on sequentially improving EBIT growth and FCF intact - favorable multi-year risk/reward
Apr 22
•
The Compounding Tortoise
13
4
Q1 2026 - Hermès Int'l
A notable hit from the Middle East conflict impacting the whole of FY 2026?
Apr 18
•
The Compounding Tortoise
14
5
Harvia's 2026 Annual Meeting
A great team of down-to-earth people, and a company that captures people's desire to escape a hectic world
Apr 15
•
The Compounding Tortoise
20
1
5
Q4/FY 2025 - Puuilo
Continued growth, and confident messaging on the future prospects & consumer outlook
Mar 25
•
The Compounding Tortoise
6
5
Q4 & FY 2025 - Constellation Software and Its Spin-Outs - Full Recap
Notable increase in M&A pipeline - exploring mispriced publicly traded assets
Mar 11
•
The Compounding Tortoise
27
4
Q2 FY26 - AutoZone
Decelerating growth in Commercial - halfway through the growth spend cycle
Mar 3
•
The Compounding Tortoise
8
2
Q4/FY 2025 - Hermès Int'l
Beat on EBIT driven by FX hedging impact on gross margin
Feb 13
•
The Compounding Tortoise
8
2
Q4/FY 2025 - Harvia - Full Analysis
Why the market's completely wrong on the Q4 report and future growth potential
Feb 12
•
The Compounding Tortoise
11
8
2
Q4/FY 2025 - Ferrari
Outpacing initial internal EBIT guidance by c. 6% in FY25 (constant FX)
Feb 10
•
The Compounding Tortoise
15
3
FY25 - Lotus Bakeries - Full Analysis
10% reported top-line growth, margin expansion & higher CAPEX outlook for FY26 - FY27 - raising our estimates
Feb 6
•
The Compounding Tortoise
5
2
Q4/FY 2025 - O'Reilly Automotive
Fwd comp growth excl. tariff benefit below O'Reilly standards - declining ROI on incremental investments
Feb 5
•
The Compounding Tortoise
3
2
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