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Glenn
Jan 10
21 min read
Rockwell Automation: A Long-Term Winner in Industrial Automation
Glenn
Dec 20, 2025
19 min read
Renishaw: Precision, Innovation, and Long-Term Value
Glenn
Nov 29, 2025
21 min read
Jabil: Engineering Growth Across Industries
Glenn
Nov 8, 2025
22 min read
United Natural Foods: Positioned for Healthier Eating Trends
Glenn
Oct 18, 2025
18 min read
Addtech: Compounding Through Niche Leaders
Glenn
Oct 4, 2025
19 min read
Fabrinet: A Moat in Optical and Precision Manufacturing
Glenn
Sep 13, 2025
19 min read
Lenovo: More Than Just PCs
Glenn
Sep 1, 2025
20 min read
Kainos Group: Small Cap, Big Potential
Glenn
Aug 16, 2025
20 min read
Ashtead: Built for the Long Haul
Glenn
Aug 2, 2025
19 min read
Deckers Outdoor: Winning with Focused Growth
Glenn
Jul 19, 2025
21 min read
Ryanair: Low Costs, High Ambition
Glenn
Jul 5, 2025
20 min read
Comfort Systems USA: Quietly Building Value
Glenn
Jun 21, 2025
18 min read
Novonesis: Science Driving Sustainable Growth
Glenn
Jun 7, 2025
22 min read
Hermès: Scarcity, Prestige, Performance
Glenn
May 17, 2025
17 min read
Rockwool: Built for the Long Term
Glenn
May 10, 2025
18 min read
Greggs: A Recipe for Steady Growth
Glenn
Apr 26, 2025
15 min read
Atlas Copco: A High-Quality Industrial Leader
Glenn
Apr 12, 2025
19 min read
ASSA ABLOY: Unlocking Long-Term Value
Glenn
Mar 29, 2025
18 min read
A. O. Smith: A Durable Business with Strong Recurring Demand
Glenn
Mar 15, 2025
19 min read
NKT: Powering the Energy Transition
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