Investment Memos

Brown & Brown, Inc.

A Forever Company

May 19 •

Seeking Winners

Topicus.com Inc.

Building A European Software Empire

Apr 15 •

Seeking Winners

RBC's Lumine & Topicus Coverage: A Review

Valuation, Growth, Market Size, and Investment Returns

Apr 3 •

Seeking Winners

The Ratings Agency of Tech

Mar 9 •

Seeking Winners

The Future of Property Management Software

Feb 15 •

Seeking Winners

Computer Modelling Group

The Future of Simulation Software

Nov 30, 2024 •

Seeking Winners

Watsco's Strategic Expansion

A Blueprint for HVAC Growth

Aug 26, 2024 •

Seeking Winners

A Force in the Live Casino Market

Jul 22, 2024 •

Seeking Winners

Carving Out Growth

How Lumine Group Acquires and Scales Software Businesses

May 19, 2024 •

Seeking Winners

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