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Some thoughts on American Tower Corporation, which is up 34,664% or 38.41% CAGR from the lows of 2002 till today. AMT is REIT and a leading independent owner, operator and
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A few thoughts on what makes Sherwin-Williams great - a 690 bagger since going public in 1980, or 17.75% CAGR. Sherwin Williams does development, manufacture, distribution and sale of paint,
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Pretty nifty how analyzing companies in different industries helps understand idiosyncratic business models much better. An example is $XPEL. They provide paint protection film, ceramic coating & window tinting for
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One company I may have been wrong about is $PAR. Their software, Brink, just grew 43% this quarter. Toast, which I thought was a competitor, fired half their staff (enterprise
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