Investment Theses

Copart operates one of two US auction platforms for passenger cars declared a total loss. Here is why this is a high-quality business with high growth prospects.

Stryker is the only S&P500 company to have grown its revenues every year for 40 consecutive years, including past periods of economic decline and crises.

We think that the current valuation of Nintendo is such that just a success in digitization or in the development of smartphone games can already lead to a good return on investment.

We expect the high growth of IBKR to continue for many years. In all, we are content to hold IBKR as a long-term investment.