Is the AI Connectivity Pioneer a Buy at $141.60?
Founder-led, mission-critical software, exceptional margins, fortress balance sheet, outstanding ROIC, and sticky customer relationships.
A Phenomenal Business, Getting Better And Better
The Chip Inspector That Nobody Can Quit
The Essential Chip Toolmaker
Performance Review of 2025: Overall CAGR 16%
Why this family-run "parts store for planes" might be one of the best compounders you've never heard of
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How 16B Comments Became The Hottest Dataset in Silicon Valley
The Business Nobody Sees (But Everyone Uses)
The entire company operates like one big cash machine.
