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CrowdStrike: Thesis Tracking - Massive Long-Term Guidance Upgrade At Fal.Con 2023, Platform Approach Gaining Market Share
Market share increased close to 20% from 9% at IPO. Winning clients from Microsoft, Sentinel One and other legacy providers. Raised FCF margin target to…
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MIPS AB – Helmet Safety Monopoly with No Worthy Rivals
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A Monopoly In The Medical Device Market
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Shimano - Under-appreciated Bike Component Monopoly At An Attractive Price
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Floor and Decor: Q2'23 Thesis Tracking - Market Share Gain Despite Further Sales Decline
Organic sales declined 6%, management lowered stores opening target and FY23 guidance, but long-term thesis is intact. FND continues to gain market…
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Thesis Tracker
We monitor our picks by keeping things simple and focus on the big picture. The number one KPI is the market share movements relative to the key rivals.
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A Monopoly In The Medical Device Market
80% market share and impenetrable moats, leader position unchallenged for three decades, significant reinvestment runway.
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Releasing Tomorrow: An Anti-fragile Monopoly In A Niche and Underpenetrated Market, Unchallenged For Over 30 years
Business has compounded sales at 10%+ CAGR, free cash flow 20%+ CAGR in the last decade, while there is still ample reinvestment opportunities to…
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MIPS AB: Q2-23 Results, Expected Soft Demand, Recovery in Q4
MIPS fell 15% to SEK 433/share after a soft Q2 results - but this was expected and as long-term thesis intact and share price meets my buy price, I…
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Sleep Well Investments
Sleep Well Investments
Deep dives into time-tested businesses with high reinvestment potential
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Sleep Well Investments

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