Earnings Brief

HEICO Q2 2025 Earnings Brief

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Jun 8 •

Seeking Winners

Computer Modelling Group Q4 2025 Earnings Brief

Weak Quarter Organically & No M&A News

May 31 •

Seeking Winners

Copart Q3 2025 Earnings Brief

Overblown Market Share Losses & Continued Cash Build Up

May 26 •

Seeking Winners

Constellation Q1 2025 Earnings Brief

Including AGM Highlights

May 16 •

Seeking Winners

Topicus Q1 2025 Earnings Brief

Less Expensive Than Perceived

May 10 •

Seeking Winners

Gartner Q1 2025 Earnings Brief

Up-Selling & Margin Leverage Thesis In Tact

May 8 •

Seeking Winners

Lumine Q1 2025 Earnings Brief

Thesis Continues as Expected

May 4 •

Seeking Winners

Brown & Brown Q1 2025 Earnings Brief

13 acquisitions, 110 basis point EBITDAC margin improvement & 6.5% organic growth

May 3 •

Seeking Winners

AppFolio Q1 2025 Earnings Brief

Including an Excerpt from Our Investment Memo

Apr 26 •

Seeking Winners

Constellation & Lumine Q4 2024 Earnings Brief

The Future is Bright

Mar 14 •

Seeking Winners

Topicus Q4 2024 Earnings Brief

2025 FCFA2S Could Double

Mar 2 •

Seeking Winners

HEICO Q1 2025 Earnings Brief

Flight path is up and to the right

Mar 1 •

Seeking Winners

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