Martin Marietta Materials INC

• AA Andvari Associates Andvari's Q2 2026 Letter ↗ Andvari argues that Constellation Software, Tyler Technologies and S&P Global retain durable advantages while cloud conversion, transaction revenue and the Mobility Global spinout create further value drivers. It adds Amazon, Microsoft, Texas Instruments and Martin Marietta but underweights AI infrastructure, warning that excessive capital investment, circular financing and competition could erode returns. Q2 2026 AMZN $2.7TCNSWF $42BMBGL $5.3B +6

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