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Q2/1H 2025 - Constellation Software & Its Spin-Outs - Full Analysis
Truly impressive EBITA growth of 31% for CSI standalone (excl. Altera), highest since Q1 2024
Aug 9
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Q2/1H 2025 - Constellation Software & Its Spin-Outs - Full Analysis
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When Quarterly Results Drive Irrational Investor Behavior
You can't manage to get the perfect quarter
Aug 7
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When Quarterly Results Drive Irrational Investor Behavior
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Q2/1H 2025 - Harvia - Full Analysis
Temporary growth hiccup in US during April and May, focus on driving gross margin enables continued reinvestments
Aug 7
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Q2/1H 2025 - Harvia - Full Analysis
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Q2/1H 2025 - Topicus.com - Analysis
EBITA margin supported by Sygnity + revisiting the expected IRR from Cipal Schaubroeck deal
Aug 2
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Q2/1H 2025 - Topicus.com - Analysis
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Q2 2025 - Linde Plc - Full Analysis
Forward returns are supported by Linde's proven resilience
Aug 1
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Q2 2025 - Linde Plc - Full Analysis
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Q2/1H 2025 - Ferrari - Full Analysis
Removing potential margin dilution risk from tariffs & maintaining conservative guidance
Jul 31
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Q2/1H 2025 - Ferrari - Full Analysis
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1H 2025 - Hermès Int'l - Full Analysis
In-line sales growth, but cautious tone on margin expansion in 2025
Jul 30
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1H 2025 - Hermès Int'l - Full Analysis
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Q2 2025 - O'Reilly Auto - Full Analysis
Should we start to worry about declining returns on incremental market share gains?
Jul 24
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Q2 2025 - O'Reilly Auto - Full Analysis
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Q2 2025 - Otis Worldwide - Analysis
China New Equipment woes and US uncertainty slowly create buying opportunity
Jul 23
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Q2 2025 - Otis Worldwide - Analysis
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Q2 2025 - Lifco AB - Analysis
Investor expectations need a meaningful reset
Jul 14
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Q2 2025 - Lifco AB - Analysis
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Q3 2025 - AutoZone - Full Analysis
Highest comp since Q2 FY2023 despite muted same-SKU inflation (<1%)
May 27
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Q3 2025 - AutoZone - Full Analysis
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Constellation Software's 2025 AGM: Full Summary
On style drift, IRRs on acquisitions, Altera/Allscripts, and CSI's stock market valuation
May 16
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Constellation Software's 2025 AGM: Full Summary
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