8 Comments
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Rodolfo reyes's avatar

gracias lo agradesco mucho saludos

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Rodolfo reyes's avatar

excelente trabajo muchas gracias

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Giuliano's avatar

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)

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Max Drolet's avatar

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!

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Giuliano's avatar

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!

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Max Drolet's avatar

I like that when management have skin in the game. I will look at those names, thanks! Take care!!

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Eric Flaningam's avatar

Interesting industry, looking forward to the future research!

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Giuliano's avatar

I absolutely found it interesting. I think the technicalities might appeal to you as well considering your usual coverage as well. Thank you, likewise!

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