The market is not exactly making it easy. We want to buy high quality at a reasonable price, and Transunion looks like it fits the bill. It is a reasonably valued long term share gainer in a market with three rational players.
If numbers come down, it is not by much (2-3%) unless the macro deteriorates markedly which gives comfort, although I do worry that we do not fully grasp the macro changes happening.
Insulet is a ~$17b market cap insulin pump leader. The primary bet is the Omnipod 5 driven product cycle:The approvals / product launches...
We like the commercial real estate brokers as a way to play expected normalizing in the CRE market aided by falling rates Q2’24 was the...
The bottom line is that over the next three years, even though we are very positive on the positioning of the business, we are in-line...
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