Duopoly
Tagged analyses
FISVFi sells at 25 cents on the dollar of base intrinsic value while compounding at 17% ROIC.
Buy · 2026-05-04
STXSeagate sells commodity HDDs in a tech-curve race we cannot handicap.
Too Hard · 2026-05-04
LOWLowe's is the cheaper #2 of a durable duopoly trading near reverse-DCF zero growth.
Buy · 2026-05-04
WMNorth America's irreplaceable landfill toll bridge, currently priced for the bridge plus a tip.
Hold · 2026-05-05
DGXQuest is a tollbooth on American blood draws, fairly priced for its modest growth.
Hold · 2026-05-04
TERExcellent ATE duopolist trading at four times intrinsic value.
Avoid · 2026-05-04
MSCIMSCI is a tollbooth on global equity flows; pay $590, wait.
Hold · 2026-05-04