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Owens Corning: Built to Endure
Owens Corning is a leading building materials company focused on roofing, insulation, and doors. Known for its iconic pink insulation and strong relationships with contractors and distributors, the company plays an important role in residential construction and renovation markets. With a portfolio spanning roofing systems, insulation solutions, and residential doors following the Masonite acquisition, Owens Corning is positioning itself to benefit from long-term demand for ho
Glenn
Apr 428 min read


easyJet: Building Value Beyond Low Fares
easyJet is one of Europe’s largest low-cost airlines, offering affordable short-haul flights to popular leisure and city destinations across the continent. It combines low prices with a strong network at major airports, a well-known brand, and a growing number of loyal customers. After a challenging period for the airline industry, easyJet is now generating stronger profits and cash flow while running a more disciplined operation. The question is: Should easyJet be part of yo
Glenn
Mar 727 min read


Softcat: A High-Quality IT Services Business
Softcat is the UK’s largest provider of IT infrastructure solutions and services, helping businesses buy, set up, and run their technology. From cloud computing and cybersecurity to networking, data, AI, and workplace tools, Softcat supports customers across the full IT stack. The company stands out through its strong culture, long-term customer relationships, and consistent execution rather than flashy products. As technology becomes more complex and critical to how organiza
Glenn
Feb 822 min read


Rockwell Automation: A Long-Term Winner in Industrial Automation
Rockwell Automation is a key player in the world of industrial automation, providing the technology that helps factories run faster, smarter, and more efficiently. Its products and software are used in a wide range of industries, from car manufacturing and semiconductors to food production and warehouse logistics. With companies around the world investing in more modern and resilient factories, Rockwell Automation is well positioned to benefit from this long-term shift. The q
Glenn
Jan 1021 min read


Renishaw: Precision, Innovation, and Long-Term Value
Renishaw is a global leader in precision measurement, manufacturing technologies, and analytical instruments, serving industries ranging from aerospace and semiconductors to healthcare and advanced manufacturing. Known for its engineering excellence and commitment to innovation, the company’s products enable customers to achieve higher accuracy, efficiency, and automation in production processes. With a growing presence in additive manufacturing and strong alignment with glob
Glenn
Dec 20, 202519 min read


Jabil: Engineering Growth Across Industries
Jabil is one of the world’s leading manufacturing solutions providers, operating at the intersection of technology, engineering, and global supply chains. The company designs, builds, and manages products for some of the most dynamic industries, from cloud infrastructure and healthcare to automotive and renewable energy. With its deep technical expertise, global scale, and growing presence in high-value markets like AI hardware and automation, Jabil is transforming from a tra
Glenn
Nov 29, 202521 min read
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