Trend Micro
Trend Micro is a highly profitable, value-priced cybersecurity compounder successfully executing a platform transition while generously rewarding shareholders.
Topic
compounder
A collection of 3 issues
Bureau Veritas
Bureau Veritas is a high-quality, defensive industrial compounder that offers investors a reliable inflation hedge through its pricing power, combined with significant call options on the secular themes of decarbonization and supply chain reconfiguration.
Roper Technologies
Roper is a defensive, high-margin serial acquirer that offers the stability of an industrial blue-chip with the superior unit economics of a vertical software portfolio, currently trading at a valuation that demands consistent organic acceleration and disciplined capital deployment.