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...
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Shabbar Kothari
Jun 21, 20231 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, 20232 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, 20232 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, 20231 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, 20211 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
Nov 30, 20201 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
Apr 21, 20201 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, 20201 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
Jan 20, 20191 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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