IHS
Trail-sniffing independent information providers with excellent business models, looking horizontally for opportunities. Some of these companies (Gartner, FactSet Research, ComScore, etc.) look like acquisition targets.
Investidor Profissional (IP)'s blog: value investing across disciplines and around the globe
Trail-sniffing independent information providers with excellent business models, looking horizontally for opportunities. Some of these companies (Gartner, FactSet Research, ComScore, etc.) look like acquisition targets.