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Urbem"s "Wonderful Business" Series: Tractor Supply

A rare thriving brick-and-mortar retailerRelated Stocks: TSCO, WMT, HD, LOW, COST, AMZN,.....»»

Category: blogSource: gurufocusDec 6th, 2019

Urbem"s "Wonderful Business" Series: Waters

An installed-base business driven by organic innovation and multiple tailwindsRelated Stocks: WAT, TSE:7701, A, BRKR, PKI, BMY, PFE,.....»»

Category: blogSource: gurufocusDec 30th, 2019

Urbem"s "Wonderful Business" Series: Intuit

A fast-growing, high-margin and cash-rich SaaS providerRelated Stocks: INTU, LSE:SGE, XTER:SAP, ORCL, TSX:CSU, AMZN, EBAY,.....»»

Category: blogSource: gurufocusDec 30th, 2019

Urbem"s "Wonderful Business" Series: Kakaku.com Inc.

A well-moated Internet conglomerateRelated Stocks: TSE:2371, GOOG, GOOGL, FB, HKSE:00700, TSE:4755, TSE:468,.....»»

Category: blogSource: gurufocusDec 23rd, 2019

Urbem"s "Wonderful Business" Series: Games Workshop

A IP-driven moat in a self-created nicheRelated Stocks: LSE:GAW, HAS, MAT, TSE:8136,.....»»

Category: blogSource: gurufocusDec 22nd, 2019

Urbem"s "Wonderful Business" Series: SimCorp

A solid installed-base business modelRelated Stocks: OCSE:SIM, STT, BLK, BR,.....»»

Category: blogSource: gurufocusDec 19th, 2019

Urbem"s "Wonderful Business" Series: Ross Stores

A winning business model taking advantage of retail and macroeconomic headwindsRelated Stocks: ROST, TJX, BURL, TUES, AMZN, M, JWN,.....»»

Category: blogSource: gurufocusDec 17th, 2019

Urbem"s "Wonderful Business" Series: City of London Investment Group

A sustainable asset management modelRelated Stocks: LSE:CLIG, FII, TROW, LSE:ASHM, EV, CNS,.....»»

Category: blogSource: gurufocusDec 15th, 2019

Urbem"s "Wonderful Business" Series: Craneware

An annuity SaaS opportunityRelated Stocks: LSE:CRW, CERN, ATHN, CPSI, MDRX, AAPL, GOOG, GOOGL, MSFT,.....»»

Category: blogSource: gurufocusDec 15th, 2019

Urbem"s "Wonderful Business" Series: Bioventix

A profitably-structured biotech bond proxyRelated Stocks: LSE:BVXP, XSWX:ROG, XTER:SIE, ABT, DHR,.....»»

Category: blogSource: gurufocusDec 13th, 2019

Urbem"s "Wonderful Business" Series: Nichols

A century-old brand that is still growing around the worldRelated Stocks: LSE:NICL, KO, KDP, LSE:BAG, TSE:2587,.....»»

Category: blogSource: gurufocusDec 12th, 2019

Urbem"s "Wonderful Business" Series: Nichols PLC

A century-old brand that is still growing around the worldRelated Stocks: LSE:NICL, KO, KDP, LSE:BAG, TSE:2587,.....»»

Category: blogSource: gurufocusDec 12th, 2019

Urbem"s "Wonderful Business" Series: Rational

The winning product has been building a brand moatRelated Stocks: XTER:RAA, MIDD, WBT,.....»»

Category: blogSource: gurufocusDec 11th, 2019

Urbem"s "Wonderful Business" Series: Nihon M&A Center

A niche growth story riding the Japanese demographic tailwindRelated Stocks: TSE:2127, TSE:6169, TSE:6080, NMR, MUFJ,.....»»

Category: blogSource: gurufocusDec 11th, 2019

Urbem"s "Wonderful Business" Series: Exponent

A consulting niche player with a reputation moatRelated Stocks: EXPO, IBM, LSE:ITRK, NCI,.....»»

Category: blogSource: gurufocusDec 10th, 2019

Urbem"s "Wonderful Business" Series: Diageo

A moaty bet on premiumizationRelated Stocks: DEO, LSE:DGE, BF.B, BF.A, XPAR:RI, MIL:CPR, XPAR:RCO, XPA,.....»»

Category: blogSource: gurufocusDec 9th, 2019

Urbem"s "Wonderful Business" Series: SEI Investments

A cyclical business looking to take advantage of recessionsRelated Stocks: SEIC, STT, WDR, IVZ,.....»»

Category: blogSource: gurufocusDec 8th, 2019

Urbem"s "Wonderful Business" Series: Armanino Foods of Distinction

A food-niche hidden gemRelated Stocks: AMNF, KHC, TSN, MKC, ADM, HRL,.....»»

Category: blogSource: gurufocusDec 6th, 2019

Urbem"s "Wonderful Business" Series: NIC Inc.

A growing toll bridge business on the cloud with moderate risksRelated Stocks: EGOV, MSFT, ACN, IBM, UIS, ACIW,.....»»

Category: blogSource: gurufocusDec 5th, 2019

Urbem"s "Wonderful Business" Series: Technology One

An Enterprise SaaS rising starRelated Stocks: ASX:TNE, ORCL, SAP, INFY,.....»»

Category: blogSource: gurufocusDec 4th, 2019

Urbem"s "Wonderful Business" Series: Hermes International

A classic, recession-proof brand poised for long-term growthRelated Stocks: XPAR:RMS, XPAR:MC, TPR, XPAR:CDI, LSE:BRBY, XPAR:KER,.....»»

Category: blogSource: gurufocusDec 3rd, 2019