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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112: More Thoughts On Banks' HTM Portfolio; Boston Fed Paper
The Boston Federal Reserve put out a short white paper on the Silicon Valley Bank crash and the accounting for debt securities known as held-to...
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90: Adventures In Accounting: Triumph Bancorp ($TBK) Charge-Off Analysis
In a perfect world, management would know exactly which loans would go bad and how much money they would lose on those loans
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85: Watchlist Update: Adding Sherwin-Williams
Sherwin-Williams continues the home improvement theme started last month by Home Depot and Lowe’s (HD, LOW | Disclosure: None).
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83: Initial Thoughts On Sherwin-Williams (SHW)
My research process is primary-sources focused and that means reading lots of 10K’s, which include a report from the company’s auditors.
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