I’ve decided to pull the paywall off my Texas Instruments research piece for anyone interested in learning a bit more about a compounder with good competitive advantages, secular tailwinds and good capital allocation leaders.

Signup for more as I my next writeup will be published tomorrow morning on a microcap serial acquirer with a founder led organization with strong high quality recurring revenue that is recession resilient. It will be all about $KPG.AX Kelly Partners Group Holdings.