First Look at 10 Nano Cap Banks
This looks like a very unusual bank. It’s effectively an investment portfolio with a bank charter. Two-thirds of its assets are in its HTM...
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What the Cash Flow Statement Won’t Tell You
Copart made two separate acquisitions of around $100 million that show up completely differently on the statement of cash flows.
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Copart Update | Sep 16, 2026
Copart and ACV will combine in a friendly cash transaction that values ACV at $1.9 billion. Enterprise value = equity value as ACV has no net debt.
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Russell Rebalancing 2026
ARKO is a convenience store/fuel station roll-up with retail stores, wholesale fuel distribution, and a lock card fueling business.
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115: Mainfreight, Ltd.
Mainfreight came on my radar thanks to Jessie Rancourt, a friend and fellow value investor, who mentioned it during a subscriber meetup a few...
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