Links to all Deep Dives

Links to our deep dives in one place

1. CrowdStrike - Cloud security leader +27% CAGR since IPO

2. The VAT Group - Vacuum valve leader +33% CAGR

3. Shimano - Bike component leader +12% CAGR

4. Floor and Decor - Future leader in hard-surface flooring +30% CAGR

5. MIPS - Helmet safety leader +34% CAGR

6. Thor Industries - RV leader +13% CAGR

7. Medical device leader +16% CAGR

8. NVR - Top US east coast homebuilder +34% CAGR

9. WSC - Space and storage solution leader [Part 1, Part 2] +13% CAGR

10. Life science platform leader [Part 1, Part 2] +46% CAGR

11. Global logistics software leader [Part 1, Part 2] +45% CAGR

12. Network security leader [Part 1, Part 2] +13% CAGR

13. Polish success food retailer +43% CAGR

14. Leader in E&S insurance submarket +47% CAGR

15. Tech Titan in Southeast Asia +44% CAGR

16. The most sleep-well business in LATAM +34% CAGR

17. SuperApp monopoly and turning free cash flow positive (-18%) CAGR

18. Naval engineering gold standard +14% CAGR

19. European Centurian Business +6% CAGR

20. Supply Chain Network leader +27% CAGR

21. Public Safety SaaS leader +20% CAGR

22. Special Light Technology Platform +206% CAGR