Update: Judges Scientific (JDG)
Mark Lavelle (COO) is retiring in September 2026
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Deep Dive: HEICO (HEI / HEI.A)
HEICO is a serial acquirer of nice aerospace and electronic components businesses run by exceptional owner/operators.
Deep Dive: EPAM Systems (EPAM)
EPAM is a leading IT Services player with a differentiated approach to training, hiring, and promotion.
Update: Judges Scientific
H1 2025 Results
Deep Dive: Globant (GLOB)
Globant is a nearshore player with a unique studio model. Globant's quality of earnings keeps me on the sidelines.