REA Group – A look at the compounding machine REA Group owns the business realestate.com.au and anyone in Australia who has anything to do with property knows it is the dominant market player. What is the current state of the business? Is REA Group a Legacy moat or still in… Continue Reading REA Group – A look at the Compounding Machine
ALQ – The Acquisition Machine Back in the day I used to get all excited about earnings growth. A company would announce they are going to grow earnings by 10% a year for the next x years. Cool, jam the bid.