Analyzing Good Businesses

YoungHamilton
Detailed write-ups on 35+ public companies that have high return on capital + long runway for reinvestment.
Created 29 Jun 2020
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  • AGB 2021.25 - Copart (CPRT)
    27 Dec 2021 • 20 min read • 10 2
    Subscribe to AGB - One analysis of a good business every two weeks. Subscribe now Copart Copart is not the most complex business but it seems like there’s something new to learn about the company ever...
  • AGB 2021.24 - Cable One (CABO)
    06 Dec 2021 • 14 min read • 8 4
    Subscribe to AGB - One analysis of a good business every two weeks. Subscribe now Cable One “Since our early days, we've intentionally chosen to operate in small cities and large towns across rural Am...
  • AGB 2021.23 - STERIS (STE)
    22 Nov 2021 • 14 min read • 5 0
    Subscribe to AGB - One analysis of a good business every two weeks. Subscribe now STERIS STERIS is the leading provider of sterilization equipment and services globally with 72% of revenues generated ...
  • AGB 2021.22 - Floor & Decor (FND)
    08 Nov 2021 • 13 min read • 5 0
    Subscribe to AGB - One analysis of a good business every two weeks. Subscribe now Floor & Decor Floor & Decor is the leading specialty retailer in the U.S. focused on hard surface flooring products. T...
  • AGB 2021.21 - CoStar Group (CSGP)
    25 Oct 2021 • 15 min read • 7 8
    Subscribe to AGB - One analysis of a good business every two weeks. Subscribe now CoStar Group “We have a strong track record of buying slow-growing companies and accelerating their growth rates. Toda...
  • AGB 2021.20 - TopBuild (BLD)
    11 Oct 2021 • 12 min read • 9 0
    Subscribe to AGB - One analysis of a good business every two weeks. Subscribe now TopBuild TopBuild is the leading installer and distributor of insulation products and other building materials for new...
  • AGB 2021.19 - Pool Corp (POOL)
    27 Sep 2021 • 12 min read • 11 0
    Subscribe to AGB - One analysis of a good business every two weeks. Subscribe now Pool Corp Pool Corp is the largest wholesale distributor of pool supplies and related equipment. The company is a B2B ...
  • AGB 2021.18 - O'Reilly Automotive (ORLY)
    13 Sep 2021 • 12 min read • 13 2
    Subscribe to AGB - One analysis of a good business every two weeks. Subscribe now O’Reilly Automotive O’Reilly is the second largest auto parts retailer by revenues and largest by market cap in North ...
  • AGB 2021.17 - Spotify (SPOT)
    30 Aug 2021 • 15 min read • 12 0
    Subscribe to AGB - One analysis of a good business every two weeks. Subscribe now Spotify Disclaimer: There are many other write-ups on Spotify that go into much more detail about the business and ind...
  • AGB 2021.16 - Waste Connections (WCN)
    16 Aug 2021 • 13 min read • 9 0
    Subscribe to AGB - One analysis of a good business every two weeks. Subscribe now Waste Connections “And that's why we define this as a commodity business, something that trades predominantly on price...
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