Deep Dive: HEICO (HEI / HEI.A)
HEICO is a serial acquirer of nice aerospace and electronic components businesses run by exceptional owner/operators.
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Spyrosoft
I don't spend much time on Polish microcaps but several unrelated people told me to check out Spyrosoft. While I normally spend an hour investigating then move on, Spyrosoft stood out as it had characteristics of one my favourite IT services companies: Reply. I then had a chance
Deep Dive: CCC Intelligent Solutions (CCC)
CCC is the de facto platform powering claims management, estimation and valuation for the auto insurance and repair ecosystem.
What is my strike zone?
What is my strike zone?