Roper Technologies: A Quiet Compounder Built for Decades
I recently initiated a position in Roper Technologies at an average cost of $333 per share.
Bulls On Parade
Finding quality companies that will compound for years to come
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The Aerospace Compounder Nobody Is Talking About
While most investors spend their time debating AI winners, interest rates, and the next market headline, one of the most interesting businesses in my portfolio continues to quietly execute.
Temporary Pain, Permanent Opportunity
One of the most difficult things in investing is buying more of a stock that has disappointed you.
If I Could Only Buy 5 Stocks for the Next Decade
There’s something refreshing about simplifying investing down to a single question: if I could only own five stocks for the next decade, what would they be?
Volatility Is King: How to Deploy Capital When the Market Feels Broken
There are times when the market feels like a machine.
Powering The Grid: Why PWR Keeps Winning
There are bull markets.
When The Best Compounders Go On Sale
Constellation Software, Topicus & the AI Panic That Misses the Point
Duolingo: When a Great Business Gets Cheaper
Some of the best investments don’t come from discovering new stories — they come from waiting for great businesses to go on sale.
MercadoLibre: The Quiet Compounder of Latin America
There are very few companies in the world that combine structural growth, network effects, and disciplined reinvestment as cleanly as MercadoLibre (MELI).
Year In Review - Outrunning The Index
As we close out the year, it feels like the right time to zoom out, take stock of what worked (and what didn’t), and reflect on how the portfolio evolved over the last twelve months.
AI Anxiety Meets a Cash-Machine Compounder
Adobe (ADBE) has had a turbulent year.
Google: A Quiet Giant Poised for a New Leg Higher
Investment Update - November 2025
The Case for Cash & Patience: Why Sometimes Doing Less Is Doing Better
In today’s market, there’s a lot of pressure to always be doing something—buying the next growth fad, chasing momentum, rotating sectors, staying “active.” But one of the most under-appreciated moves in investing is simply holding cash, waiting, and striking when the odds tilt in your favor.
Amazon: The Empire Still Expanding
I have been invested in Amazon (AMZN) since late 2022 and I believe the company has quietly entered its next act.
State Of The Union: Lumine
Lumine Group (CA:LMN) is a Canadian vertical-market software company spun out of Constellation Software (CA:CSU) in early 2023.
Intuitive Surgical: The Scalpel Meets Silicon
Intuitive Surgical (ISRG), founded in 1995 and headquartered in Sunnyvale, California, pioneered the field of robotic-assisted minimally invasive surgery.
Uber: Driving Into the Next Leg of Growth
Uber has come a long way since its early days as a disruptive ride-hailing app.
Mirion Technologies: Quiet Compounder of the Nuclear Revival
There’s an old saying that the picks and shovels make more money than the gold miners.
A Steady Dividend Giant With Growth Optionality
When you think of the pharmaceutical space, a few names consistently rise to the top — Pfizer, Johnson & Johnson, Eli Lilly.
BABA Investment Update
Back in 2023, I started buying Alibaba (BABA) when sentiment around Chinese tech was at rock bottom.