It's a little expensive for me but its a very good business. The world isnt getting any less violent unfortunately and Axon will benefit from that everywhere. Also I'm moving all my individual stock analysis to this profile CQ!
I agree it's certainly not the cheapest business. Thanks for letting me know about your profile update. Looking forward to reading your future stock analysis!
This really resonated with my own investment philosophy. I’m less interested in predicting what the market will do next year than in identifying businesses that can continue compounding over the next decade. Founder-led companies with strong execution and recurring revenue often have characteristics that are difficult to replicate. Thanks for taking the time to explain the investment case so clearly.
Thank you for reading and for the comment. It seems like we share very similar investment philosophies of trying to find high quality companies that can compound for years and hopefully decades.
Completely agree. It’s interesting how the principles that build exceptional businesses—patience, discipline, strong leadership, and consistent execution—are often the same principles that build an intentional life. Looking forward to following your work.
It's a little expensive for me but its a very good business. The world isnt getting any less violent unfortunately and Axon will benefit from that everywhere. Also I'm moving all my individual stock analysis to this profile CQ!
I agree it's certainly not the cheapest business. Thanks for letting me know about your profile update. Looking forward to reading your future stock analysis!
Ofc and if you have some time I'd love your thoughts on my article that publishes in 45min! And maybe a restack ;)
Looking forward to becoming a regular reader. I've subscribed and am keen to see where your publication goes from here!
Thanks so much!
Oh, this one is going to bee good CQ. Cheers!
Love it!
This really resonated with my own investment philosophy. I’m less interested in predicting what the market will do next year than in identifying businesses that can continue compounding over the next decade. Founder-led companies with strong execution and recurring revenue often have characteristics that are difficult to replicate. Thanks for taking the time to explain the investment case so clearly.
Thank you for reading and for the comment. It seems like we share very similar investment philosophies of trying to find high quality companies that can compound for years and hopefully decades.
Completely agree. It’s interesting how the principles that build exceptional businesses—patience, discipline, strong leadership, and consistent execution—are often the same principles that build an intentional life. Looking forward to following your work.