S&G Global Inc. (SPGI)
Business Description S&P Global provides data and benchmarks to capital and commodity market participants. In 2021 and excluding IHS...
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Shabbar Kothari
- Jun 21
- 1 min
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...
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Aamir Kothari
- Jun 7
- 2 min
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...
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Aamir Kothari
- May 31
- 2 min
Apple Inc. (AAPL)
Business Description Apple designs a wide variety of consumer electronic devices, including smartphones (iPhone), tablets (iPad), PCs...
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Aamir Kothari
- May 29
- 1 min
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...
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Aamir Kothari
- Jun 24, 2021
- 1 min
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:...
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Shabbar Kothari
- Jan 24, 2021
- 1 min
Home Depot Inc. (HD)
Business Description Home Depot is the world’s largest home improvement specialty retailer, operating nearly 2,300 warehouse-format...
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Shabbar Kothari
- Nov 30, 2020
- 1 min
Ferrari N.V. (RACE)
Business Description Ferrari engineers and manufactures some of the world’s most expensive exotic sports cars. The Ferrari brand is...
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Shabbar Kothari
- Sep 20, 2020
- 1 min
Analog Devices Inc. (ADI)
Business Description Analog Devices is a leading analog, mixed signal, and digital signal processing chipmaker. The firm has a...
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Shabbar Kothari
- Apr 21, 2020
- 1 min
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...
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Shabbar Kothari
- Mar 30, 2020
- 1 min
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...
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Aamir Kothari
- Mar 23, 2020
- 1 min
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,...
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Aamir Kothari
- Jan 20, 2019
- 1 min
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...
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