This is my last free research article This is the last free research article I post. I will expand accordingly on why I decided take this route in Sunday’s article. In any case, hope you enjoy the attempt of industry breakdown and feel free to subscribe after a skim.
Great review of an interesting industry. Clearly there will be big winners in this sector with the cloud and automation. Looking forward for your deeper dive into one of them. Cheers!
It is indeed an interesting industry. I wasn't aware of its great fundamental characteristics for long-term compounders. I still haven't inclined myself towards any particular one. One other thing I didn't mention in the article you might find interesting is that management at MuM, BSY and Nemetschek all have 30%+ insider ownership. (If my memory doesn't fail).
Thank you for reading and the commentary my friend, take care!
I absolutely found it interesting. I think the technicalities might appeal to you as well considering your usual coverage as well. Thank you, likewise!
gracias lo agradesco mucho saludos
excelente trabajo muchas gracias
Muchísimas gracias Rodolfo! Me alegra que te haya gustado. Tomó su tiempo el artículo pero creo que valió la pena. Son empresas interesantes.
(Ps. Te acabo de mandar un email)
Great review of an interesting industry. Clearly there will be big winners in this sector with the cloud and automation. Looking forward for your deeper dive into one of them. Cheers!
It is indeed an interesting industry. I wasn't aware of its great fundamental characteristics for long-term compounders. I still haven't inclined myself towards any particular one. One other thing I didn't mention in the article you might find interesting is that management at MuM, BSY and Nemetschek all have 30%+ insider ownership. (If my memory doesn't fail).
Thank you for reading and the commentary my friend, take care!
I like that when management have skin in the game. I will look at those names, thanks! Take care!!
Interesting industry, looking forward to the future research!
I absolutely found it interesting. I think the technicalities might appeal to you as well considering your usual coverage as well. Thank you, likewise!