Substack · MDBBolsa’s Newsletter · Miguel Dabán Baines
MDB Journal #42
Cintas, Compass Group, Diploma PLC, W.W. Grainger
Europe · 3 entries · 2 publications
Diploma
No entry states a stance.
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Sign up freeSubstack · MDBBolsa’s Newsletter · Miguel Dabán Baines
Cintas, Compass Group, Diploma PLC, W.W. Grainger
Substack · CosmicCapital’s Substack · CosmicCapital
Is it business as usual or are there structural issues? Wise Plc, Diploma Plc, Richemont
Since publication DPLM.L +36.7% α +16.7 pp vs FTSE 100 · GBp
Substack · CosmicCapital’s Substack · CosmicCapital
A serial acquirer with a long runway to reinvest capital at high-teens returns
Since publication +53.2% α +29.7 pp vs FTSE 100 · GBp
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