Research & Commentary — MCJ Capital Partners

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Quarterly Letters

Q4 & EOY 2023

Q3 2023

Q2 2023

Q1 2023

Q4 & EOY 2022

Q3 2022

Q2 2022

Q1 2022

Q4 & EOY 2021

Q3 2021

Q2 2021

Q1 2021

Q4 & EOY 2020

Q3 2020

Q2 2020

Q1 2020

Memos

Constellation Software 2022

Constellation Software 2022

Halloween by The Numbers

Halloween by The Numbers

Willis Johnson of Copart

Willis Johnson of Copart

The Cash Conversion Cycle

The Cash Conversion Cycle

Last Call For 2020

Last Call For 2020

Making The Jump

Making The Jump

ROE & F. Donaldson Brown

ROE & F. Donaldson Brown

Seeing It In The Numbers

Seeing It In The Numbers

Midpoint Recap

The Barbell Bet

The Barbell Bet

The Entire Market

The Entire Market

What Happens Next?

What Happens Next?

Certain About Uncertainty

Certain About Uncertainty

Fishing In The Right Pond

Fishing In The Right Pond