Business Analysis

PGR: Progressive (8)

May 9

CSU: Constellation Software (5)

Intro This post will be a CSU related one, we will discuss the Q1 2026 results of Topicus and Lumine, both spin-offs from the CSU family.

May 8

MA: Mastercard (2)

May 5

AMZN: Amazon (4)

Preface: We have a small holding in AMZN and this post gives a short Q1 2026 update.

May 3

CPRT: Copart (9)

Apr 21

COST: Costco (3)

ROIC Increasing Trend

Mar 16

PGR: Progressive (7)

Mar 12

BRK: Berkshire Hathaway (4)

Intro We love it that BRK publishes their reports on Saturdays — gives us the weekend to read.

Mar 1

ACIC: American Coastal Insurance Company (4)

Feb 24

CPRT: Copart (8)

Intro It’s well-known that CPRT owns 90% of their land and this is one of their strongest competitive advantages against IAA.

Feb 12

CSU.TO: Constellation Software (4)

The 854 Businesses

Jan 31

CSU.TO: Constellation Software (3)

Click here for all other topics on CSU.

Jan 25

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