Momentum Group: Best-In-Class Serial Acquirer With A Long Runway For GrowthMMGRFDec. 31, 2024Analyst's Pick2 Commentsview ratingsRating History
Medpace: A Compelling Long-Term Opportunity Amid Short-Term Headwinds (Rating Upgrade)MEDPNov. 01, 2024Analyst's Pick5 Commentsview ratingsRating History
Medpace: Exceptional Performance, Almost Fully Priced InMEDPMar. 11, 20241 Commentview ratingsRating History
Lifco: Solid Results From Sweden's Flagship Serial Acquirer (Rating Downgrade)LFABFLFCBYMar. 06, 20246 Commentsview ratingsRating History
LVMH: High-Quality Compounding Surpasses Poor SentimentEditor's PickLVMHFLVMUYJan. 29, 202410 Commentsview ratingsRating History
Zegna: Walking Through 2024 With Success And StyleZGNJan. 02, 2024Analyst's Pick2 Commentsview ratingsRating History
Brunello Cucinelli: A Promising Compounder For Your WatchlistBCUCYBCUCFDec. 29, 20233 Commentsview ratingsRating History
Zegna: High-Quality Luxury At A Reasonable PriceEditor's PickZGNNov. 20, 202310 Commentsview ratingsRating History
Hermes: Look After It For The Next GenerationHESAFHESAYNov. 10, 20234 Commentsview ratingsRating History
Medpace: Delivering Strong Results And Shareholder ReturnsMEDPNov. 03, 20236 Commentsview ratingsRating History
Kering: Finally, A Compelling Investment Opportunity (Rating Upgrade)PPRUFPPRUYSep. 29, 2023Analyst's Pick3 Commentsview ratingsRating History
Shimano: Compelling Opportunity On Current HeadwindsEditor's PickSHMDFSMNNYSep. 05, 202315 Commentsview ratingsRating History
Lifco: A Swedish Role Model For CompoundingEditor's PickLFABFAug. 03, 2023Analyst's Pick9 Commentsview ratingsRating History
Kering: Capital Allocator With An Appropriate DiscountEditor's PickPPRUFPPRUYJun. 11, 20232 Commentsview ratingsRating History
Richemont: The Luxury Holding Is Increasingly Earning Its Premium Due To Strong ResultsCFRHFCFRUYMay 26, 20237 Commentsview ratingsRating History
