Company Analysis Potpourri, Part I

1) A Quiet Asset Light Compounder and 2) NVIDIA

Hi All,

I recently completed a lengthy project for which I dug into quite a few companies and found some interesting investment opportunities. While I am in process of another deep dive, I figured you would all benefit from some of these analyses. Additionally, the valuation frameworks I put together were particularly informative.

Unfortunately, a few peo…

This post is for paying subscribers