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Glenn
Nov 29
21 min read
Jabil: Engineering Growth Across Industries
Glenn
Nov 8
21 min read
United Natural Foods: Positioned for Healthier Eating Trends
Glenn
Oct 18
18 min read
Addtech: Compounding Through Niche Leaders
Glenn
Oct 4
18 min read
Fabrinet: A Moat in Optical and Precision Manufacturing
Glenn
Sep 13
19 min read
Lenovo: More Than Just PCs
Glenn
Sep 1
19 min read
Kainos Group: Small Cap, Big Potential
Glenn
Aug 16
20 min read
Ashtead: Built for the Long Haul
Glenn
Aug 2
18 min read
Deckers Outdoor: Winning with Focused Growth
Glenn
Jul 19
20 min read
Ryanair: Low Costs, High Ambition
Glenn
Jul 5
19 min read
Comfort Systems USA: Quietly Building Value
Glenn
Jun 21
18 min read
Novonesis: Science Driving Sustainable Growth
Glenn
Jun 7
21 min read
Hermès: Scarcity, Prestige, Performance
Glenn
May 17
17 min read
Rockwool: Built for the Long Term
Glenn
May 10
18 min read
Greggs: A Recipe for Steady Growth
Glenn
Apr 26
15 min read
Atlas Copco: A High-Quality Industrial Leader
Glenn
Apr 12
18 min read
ASSA ABLOY: Unlocking Long-Term Value
Glenn
Mar 29
17 min read
A. O. Smith: A Durable Business with Strong Recurring Demand
Glenn
Mar 15
18 min read
NKT: Powering the Energy Transition
Glenn
Mar 2
17 min read
cBrain: A Scalable Software Play for the Public Sector
Glenn
Feb 15
16 min read
Demant: A Strong Player in the Growing Hearing Aid Market
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