The fawning adoration that investors heap on certain capital allocators can be a little gross, but Mark Leonard, CEO of Constellation Software(1), deserves most of it. His letters are a master class in lucid and honest communications and a welcome reprieve from the enervating, mealy-mouthed crap that we hear from lesser CEOs all year long. […]
Category Archives: [CSU] Constellation Software
[TREX] Trex [AZEK] Azek
Building materials: part 2b (TREX, AZEK)
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Building materials: part 2a (LPX, JHX)
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Building materials: part 1
Many of the companies I discuss on this blog are not just good businesses, but [...]
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[MKTX] MarketAxess
I first wrote about fixed income trading platforms in 2020. To recap: this market has [...]
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Continue reading →[XPEL] Xpel
quick Xpel update
Original post: [XPEL] Xpel (4/1/24)I bought some XPEL shares in March and wrote some nice [...]
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