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Andvari Associates

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Andvari Associates
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Mastercard’s Overlooked Metrics

Aug. 7, 2024, 7:44 p.m.

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Andvari Associates
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Tyler Technologies Q2 2024 Results

Aug. 1, 2024, 12:03 a.m.

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Andvari Associates
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Q2 2024 – Letter

July 21, 2024, 2:39 p.m.

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Andvari Associates
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Q2 2024 Letter: Mesa Mistake & Redeploying Capital

July 20, 2024, 7:05 p.m.

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Andvari Associates
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“Going South”: A Whitepaper from Andvari Associates and Fortune Financial

June 19, 2024, 9:31 p.m.

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Andvari Associates
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Going South: Implications of Business and Population Migration

June 19, 2024, 9:14 p.m.

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Andvari Associates
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From Slag to Riches: A Look at Vulcan Materials (VMC)

May 29, 2024, 3:37 p.m.

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Andvari Associates
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Recession Resiliency: The Auto Repair Ecosystem

April 17, 2024, 2:22 a.m.

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Andvari Associates
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Q1 2024 – Letter

April 4, 2024, 2:15 p.m.

No Paywall
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Andvari Associates
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Q1 2024 Letter: Kelly Partners, CoStar, and Rates

April 4, 2024, 1:39 p.m.

No Paywall
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Andvari Associates
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Q4 2023 – Letter

Jan. 20, 2024, 3:22 p.m.

No Paywall
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Andvari Associates
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Q3 2023 – Letter

Jan. 20, 2024, 3:21 p.m.

No Paywall
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Q4 2023 Letter: The Compounding of Constellation Software

Jan. 20, 2024, 3:01 p.m.

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Otto Orkin: Rat Exterminator and Creator of Sanitation

Dec. 18, 2023, 2:26 p.m.

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Mars Inc: Inside America’s Most Secretive Consumer Goods Empire

Nov. 17, 2023, 3:57 a.m.

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Andvari Associates
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Q3 2023 Letter: Introducing Rollins

Nov. 7, 2023, 3:50 p.m.

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Andvari Associates
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The Timeless Business Principles of Nathaniel Leverone

Aug. 31, 2023, 12:11 p.m.

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Andvari Associates
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Q2 2023 Letter: Kelly Partners and Kingsway

July 20, 2023, 12:12 a.m.

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Andvari Associates
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Q2 2023 – Letter

July 19, 2023, 8:53 p.m.

No Paywall
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Andvari Associates
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Executive Training Grounds Part 1: General Electric

June 6, 2023, 6:30 p.m.

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Andvari Associates
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Q1 2023 Letter: Tyler Technologies is Ready to Run

April 24, 2023, 1:29 p.m.

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Q1 2023 – Letter

April 18, 2023, 2:05 p.m.

No Paywall
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Q4 2022 – Letter

Jan. 30, 2023, 3:56 p.m.

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Q4 2022 Letter: The Great Endurance Race of Investing

Jan. 30, 2023, 3:51 p.m.

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Andvari Associates
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Exploring Constellation Software’s Mining Vertical

Dec. 1, 2022, 7:06 p.m.

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