Deep Dive: HEICO ($HEI $HEI.A)
HEICO is a serial acquirer of nice aerospace and electronic components businesses run by exceptional owner/operators.
What is The Gorilla Game?
In this journal, I post deep dives on companies I believe can either become Gorillas or are already Gorillas.
Update: Judges Scientific (JDG)
Mark Lavelle (COO) is retiring in September 2026
Deep Dive: Reply SpA (REY, REY.MI)
Italian IT-services serial acquirer with unique organizational model and culture
Primer: I.T. Services Industry
Deep dive on the IT Services Industry
Deep Dive: Diploma plc (DPLM)
Serial acquirer of niche distribution businesses
People Businesses
How can "people" or "culture" be a moat?
Deep Dive: Judges Scientific plc (JDG)
Serial acquirer of niche scientific instruments businesses
Why Invest in Serial Acquirers?
Mathematically, they can compound