In-depth analyses

Objective Corporation Stock Analysis – State Within State

By Marton J. BullaOn 2026-09-16Leave a Comment

Objective Corporation (ASX:OCL) share fundamentals, overview Objective Corporation is an Australian software company founded in 1987, specializing in content and records management and regulatory workflow software for government and regulated industry sectors (e.g. defense institutions, military, etc.). The company is still led by founder Tony Walls, who owns approximately 64.81% of the shares through the TBW Group holding company, […]

Medpace Holdings (MEDP) Stock Analysis – Picks and Spades

By Marton J. BullaOn 2026-07-06Leave a Comment

Medpace Holdings (MEDP) Stock Basics, Overview Medpace Holdings (MEDP) is a Delaware-incorporated, Cincinnati, Ohio-based global contract clinical research organization (CRO) founded in 1992 by August Troendle, the current CEO. The company went public on the Nasdaq in 2016. Today, it employs nearly 6,320 people worldwide and operates in 44 countries. Its main focus is on the pharmaceutical and […]

Cerillion Stock Analysis, Numbers, Growth Rate 2026

By Marton J. BullaOn 2026-06-05Leave a Comment

Cerillion PLC (AIM:CER) Basic Data, Overview – Telco Toll Collector Cerillion PLC is a London-based, publicly traded software company (AIM: CER) that develops and operates billing, charging and customer relationship management (CRM) systems for telecommunications companies, also known as Business Support Systems (BSS). The company’s roots date back to 1999, when Louis Hall led the business in […]

Lumine Group Stock Analysis – Mini CSU in the B2B Sector

By Marton J. BullaOn 2026-05-01Leave a Comment

Lumine Group (TSX:LMN) is a global software holding company that will spin off from the ecosystem of Canada’s Constellation Software Inc. (TSX:CSU) in 2023, similar to Topicus (TSX:TOI). The Toronto-based company is led by David Nyland (CEO) and has a close relationship with CSU, as CSU is the majority owner of the company, but Lumine operates as a separate publicly traded company. […]

KPG Stock Analysis 2026: Kelly Partners Growth

By Marton J. BullaOn 2026-02-04Leave a Comment

Kelly Partners Group (ASX:KPG) Stock Basics, Overview Kelly Partners Group (ASX:KPG) is an Australian-based, publicly traded professional services company that provides accounting, tax, business advisory and compliance services primarily to small and medium-sized businesses. The company is headquartered in Sydney and operates in Australia, but in recent years has consciously expanded into the United States and the United […]

Kinsale Capital (KNSL) tech insurance stock analysis

By Marton J. BullaOn 2026-01-12Leave a Comment

Kinsale Capital (KNSL) Stock Basics, Overview Kinsale Capital is an American specialty Property & Casualty (P&C) insurer that operates exclusively in the Excess & Surplus (E&S) market. The company was founded in 2009 in Virginia (headquartered in Richmond), specifically based on the recognition that traditional insurers were increasingly rejecting unique, difficult-to-model risks. Kinsale […]

Estée Lauder (EL) stock: bottom or lasting problem

By Marton J. BullaOn 2026-01-05Leave a Comment

Estée Lauder (EL) Stock Basics, Overview The Estée Lauder (EL) story began in 1946, when Estée Lauder and her husband, Joseph Lauder, founded the company in New York. The start-up was based on a narrow product portfolio, primarily skin care products, whose success was based on Estée Lauder's personal selling methods and emphasis on premium quality. The company gradually expanded from the 1950s to the 60s […]

PayPal (PYPL) analysis: cheap valuation or value trap

By Marton J. BullaOn 2025-12-31Leave a Comment

PayPal Stock (PYPL) Basics, Overview PayPal has been operating as a digital payment service provider since 1998, originally under the name Confinity, founded by Max Levchin, Peter Thiel, and Luke Nosek. In 2000, it merged with Elon Musk's online bank, X.com, and in 2001, they adopted the PayPal name. Today, the company operates a global payments infrastructure: online money transfers, merchant payment processing, risk management, currency exchange, and […]

Constellation Software (CSU): the serial acquisition machine

By Marton J. BullaOn 2025-10-16Leave a Comment

Constellation Software (TSX:CSU) Stock Basics, Overview Constellation Software Inc. (CSU) is a Canadian technology holding company founded by Mark Leonard in 1995 in Toronto. The company employs approximately 50000 people worldwide and owns more than 1000 software companies, typically small, vertical, so-called Vertical Market Software, VMS, companies specializing in markets. Constellation does not develop software in-house, but rather […]

Lululemon (LULU) stock: margin, brand and turnaround potential

By Marton J. BullaOn 2025-09-29Leave a Comment

Lululemon stock (LULU) fundamentals, overview Lululemon Athletica Inc. (LULU) – hereinafter referred to as Lululemon (LULU) – is a Canadian-based, now global sports and lifestyle apparel company founded in Vancouver in 1998. The company originally started with yoga apparel, and its product range gradually expanded to include running and training gear, athleisure items that can be worn as streetwear, shoes, and various accessories, such as bags and yoga mats. […]