Icaria Capital
Contributor since: 2021
Company: Icaria capital
Articles
Sony: High Quality Business At Bargain Prices
Dec. 9, 2021 SONY11 Comments
Games Workshop, A Quality Compounder Business
Dec. 7, 2021 GMWKF5 Comments
Amazon: Looking At The Long Term
Dec. 2, 2021 AMZN31 Comments
Dye & Durham: A Compounder At A Bargain Price
Nov. 4, 2021 DYNDF, DND:CA6 Comments
Home Depot: A Quality Long-Term Story
Oct. 26, 2021 HD17 Comments
APi Group: Jarden Management Trying To Repeat A 32% CAGR
Sep. 15, 2021 APG
Bollore, Playing Universal Music Group With Discount
Sep. 9, 2021 BOIVF29 Comments
Spotify, A Long Term Story
Aug. 24, 2021 SPOT16 Comments
Nintendo Results, Completely Misunderstood
Aug. 14, 2021 NTDOY16 Comments
SS&C, Quality Business With A Wide Discount
Aug. 6, 2021 SSNC3 Comments
CarMax: A Huge Opportunity In The Online Business
Jul. 29, 2021 KMX3 Comments
MTY Food Group Is An Interesting Compounder For The Long Term
Jul. 14, 2021 MTYFF, MTY:CA7 Comments
Markel: A Quality Business With Double-Digit, Long-Term Compounding
Jul. 1, 2021 MKL9 Comments
Philip Morris: A Different Kind Of Play In The Tobacco Sector With An Interesting Long-Term Horizon
Jun. 21, 2021 PM45 Comments
KKR Alternative Management Has Been Gaining Traction For Years And Seems To Be Just The Beginning
Jun. 17, 2021 KKR13 Comments
Amazon: A No-Brainer For The Next 10 Years
Jun. 9, 2021 AMZN99 Comments
Canadian National Railway A Company For Life
Jun. 2, 2021 CNI, CNR:CA22 Comments
Flow Traders The Perfect Hedge Against Black Swans
May 17, 2021 FLTDF37 Comments
Constellation Software: An Amazing Company For The Long Term
May 12, 2021 CNSWF, CSU:CA22 Comments
Virtu: The Perfect Hedge For Your Portfolio
May 4, 2021 VIRT11 Comments
Sdiptech: An Impressive Compounder In The Nordics
Apr. 29, 2021
Where Food Comes From: A Great Opportunity For The Long Term
Apr. 25, 2021 WFCF5 Comments
Endor: A Value Opportunity In An Ultra Growth Sector
Mar. 30, 2021 ENDRF11 Comments
Nintendo: A Huge Opportunity In A Sector With Secular Trends
Mar. 24, 2021 NTDOY, NTDOF7 Comments
Liberated Syndication: An Interesting Opportunity In The Podcast Sector
Mar. 12, 2021 LSYN13 Comments