Pat Dorsey, founder of Dorsey Asset Management and formerly Director of Equity Research at Morningstar, recently pitched Workiva on the Invest Like the Best podcast (I have transcribed Dorsey’s remarks about WK in today’s Podcast Blurbs). At a high level: “And what they did is create a product that lets companies do SEC filings much […]
Category Archives: [WK] Workiva
[XPEL] Xpel
[XPEL] Xpel Inc
I spent several weeks speaking with 70 automotive paint protection film (PPF) installers to better [...]
1 Comment
Continue reading →[ROP] Roper Technologies
[ROP] Roper Technologies
Hi everyone, I embedded audio of me reading this post. Let me know what you [...]
2 Comments
Continue reading →[AME] AMETEK
[AME] AMETEK
AMETEK was birthed out of failure. After its predecessor, Manhattan Electric Supply Company, a supplier [...]
1 Comment
Continue reading →[TDY] Teledyne
[TDY] Teledyne
Many investors have come to know of Teledyne through Warren Buffett, who in John Train’s [...]
Continue reading →[CTAS] Cintas [UNF] Unifirst [VSTS] Vestis
why Cintas wins
Please check out my annual interview with @LibertyRPF, where I offer some thoughts on investing [...]
1 Comment
Continue reading →