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Shabbar Kothari
Apr 25, 20240 min read


S&P Global Inc. (SPGI)
Business Description S&P Global provides data and benchmarks to capital and commodity market participants. In 2021 and excluding IHS...

Aamir Kothari
Aug 3, 20232 min read


Berkshire Hathaway Inc. (BRK.B)
Business Description Berkshire Hathaway (BH) is a holding company with many subsidiaries engaged in diverse activities. The firm's core...

Shabbar Kothari
Jun 21, 20231 min read


Moody's Corp. (MCO)
Business Description Moody’s, along with S&P Ratings, is a leading provider of credit ratings on fixed income securities. Moody’s ratings...

Aamir Kothari
Jun 7, 20232 min read


Apple Inc. (AAPL)
Business Description Apple designs a wide variety of consumer electronic devices, including smartphones (iPhone), tablets (iPad), PCs...

Aamir Kothari
May 31, 20232 min read


Adobe Inc. (ADBE)
Conclusion Adobe is a stellar business with robust competitive advantages to protect itself from rivals. It is a market leader and will...

Aamir Kothari
May 29, 20231 min read


O'Reilly Automotive Inc. (ORLY)
One-Minute Pitch One of 3 leading aftermarket auto-parts retailer in the US. Second largest in terms of store-count. Narrow Moat:...

Aamir Kothari
Jun 24, 20211 min read


Home Depot Inc. (HD)
Business Description Home Depot is the world’s largest home improvement specialty retailer, operating nearly 2,300 warehouse-format...

Shabbar Kothari
Jan 24, 20211 min read


Ferrari N.V. (RACE)
Business Description Ferrari engineers and manufactures some of the world’s most expensive exotic sports cars. The Ferrari brand is...

Shabbar Kothari
Nov 30, 20201 min read


Analog Devices Inc. (ADI)
Business Description Analog Devices is a leading analog, mixed signal, and digital signal processing chipmaker. The firm has a...

Shabbar Kothari
Sep 20, 20201 min read


Veeva Systems Inc. (VEEV)
Veeva’s Economic Moats Switching Costs Imagine a pharma company trying to change platforms… Data migration from old to new. Carries...

Shabbar Kothari
Apr 21, 20201 min read


Intuitive Surgical Inc. (ISRG)
Recommendation (Mar 2020) Surgery as a means to investigate and treat pathology dates back many millennia and continues to be an...

Shabbar Kothari
Mar 30, 20201 min read


Mastercard Inc. (MA)
MasterCard is the second-largest e-payment network company helping to authorize, clear and settle a transaction. It is the middle-man,...

Aamir Kothari
Mar 23, 20201 min read


Booking Holdings Inc. (BKNG)
Recommendation At $1,692, Booking Holdings is undervalued and a BUY. The company is expected to continue being a significant participant...

Aamir Kothari
Jan 20, 20191 min read
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