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Watchlist Investing
Following Great Public Companies
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Watchlist Investing
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19 November 2021
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Recent
bullish
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Thematic (Sector/Industry)
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08 Oct 2026 07:34
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Syndicated
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...
Watchlist Investing
87 Views
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bullish
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Copart Inc
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24 Sep 2026 08:57
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Syndicated
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.
Watchlist Investing
93 Views
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bullish
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Copart
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17 Sep 2026 08:03
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Syndicated
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.
Watchlist Investing
100 Views
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bullish
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ProShares Short Russell2000
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28 May 2026 08:50
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Syndicated
Russell Rebalancing 2026
ARKO is a convenience store/fuel station roll-up with retail stores, wholesale fuel distribution, and a lock card fueling business.
Watchlist Investing
134 Views
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bullish
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Mainfreight Ltd
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24 Feb 2024 07:53
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Syndicated
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...
Watchlist Investing
514 Views
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