IT Services companies, particularly those specializing in digital transformation and those without BPO or managed services operations, are poised to benefit from the cyclical recovery and secular tailwinds from AI
CCC is the de facto platform powering claims management, estimation and valuation for the auto insurance and repair ecosystem.
What is my strike zone?
You don't need to bet on tech, oil and gas, and biotech, to have a 100 bagger.
HEICO is a serial acquirer of nice aerospace and electronic components businesses run by exceptional owner/operators.