Archive - Investing Marathon

...and thank you

Sep 28, 2023 •

June 2023

Waste Connections (WCN US)

A potent blend of growth and defensibility

Jun 18, 2023 •

London Stock Exchange (LSEG)

An in-depth analysis of LSEG/Refinitiv merger - marriage isn't easy.

Jun 1, 2023 •

March 2023

Euronext NV (ENX.FP)

A core European market infrastructure asset is available at "for sale" prices

Mar 8, 2023 •

February 2023

Second post: Masco Inc

A "boring" high returns business trading on highly attractive multiples

Feb 12, 2023 •

January 2023

First post: Ferguson Plc

A high return business, trading on an attractive valuation

Jan 11, 2023 •

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