Icaria Capital
Contributor since: 2021
Company: Icaria capital
Sony: High Quality Business At Bargain Prices
Games Workshop, A Quality Compounder Business
Amazon: Looking At The Long Term
Dye & Durham: A Compounder At A Bargain Price
Home Depot: A Quality Long-Term Story
APi Group: Jarden Management Trying To Repeat A 32% CAGR
Bollore, Playing Universal Music Group With Discount
Spotify, A Long Term Story
Nintendo Results, Completely Misunderstood
SS&C, Quality Business With A Wide Discount
CarMax: A Huge Opportunity In The Online Business
MTY Food Group Is An Interesting Compounder For The Long Term
Markel: A Quality Business With Double-Digit, Long-Term Compounding
Philip Morris: A Different Kind Of Play In The Tobacco Sector With An Interesting Long-Term Horizon
KKR Alternative Management Has Been Gaining Traction For Years And Seems To Be Just The Beginning
Amazon: A No-Brainer For The Next 10 Years
Canadian National Railway A Company For Life
Flow Traders The Perfect Hedge Against Black Swans
Constellation Software: An Amazing Company For The Long Term
Virtu: The Perfect Hedge For Your Portfolio
Sdiptech: An Impressive Compounder In The Nordics
Where Food Comes From: A Great Opportunity For The Long Term
Endor: A Value Opportunity In An Ultra Growth Sector
Nintendo: A Huge Opportunity In A Sector With Secular Trends
Liberated Syndication: An Interesting Opportunity In The Podcast Sector