Auto Partner Pitch Presentation
This long-form video pitch contains an entire Business Breakdown of one my largest holdings, Auto Partner!
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Auto Partner
The Polish Auto Distributor with capable management, growing 20-30% at a 10x PE. Long-term core holding potential
Floor & Decor: Boring is Best
This Business Breakdown is over Floor & Decor. It covers:
1. The Industry Dynamics
2. The Business Model
3. The Financial Breakdown
4. The Returns and Risks
Hope you enjoy!
Pool Corp: My Earned Secret
Hi subscribers! I’ve decided to modify the format of these blog posts slightly. These posts are going to be shorter by nature. This is due to me having less time and interest in doing lengthy deep dives. These posts will be concise and to the point, giving a good summary or starter for anyone looking …
Copart: The Hidden Utility with Physical Network Effects
This write up covers a unique company in an overlooked industry. Investors that I come across that know of, appreciate, or hold shares in this company are among the sharpest investors in any shareholder base. I hope that this write-up can provide you some insights into this high quality company, Copart (Ticker: $CPRT), and provide …
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Digital Turbine: A ROIC Framework
Hi Subscribers! This newsletter, I will be revisiting one of my favorite names, Digital Turbine. I hope that this writeup will demystify the company and provide better insight into the business, the financials, and why this company has large potential in the future. Hope you enjoy!
Roku: An Underappreciated Flywheel
Here’s a business & investment analysis over Roku’s underappreciated flywheel!
Enjoy!
XPEL: Finding the next Domino’s
An interesting question was asked to me on Twitter that inspired this piece, and I’ve been itching to write about another company. This article will go into what drives share price using an interesting case study, Domino’s Pizza. Following this research, I will draw similarities to another company I believe will have outstanding returns, Xpel …
APPS: Market Turmoil Provides Opportunities
Read more on the Fundasy Investor’s follow up on one of our best investments, Digital Turbine. We reiterate our buy here for some interesting information! Read on to why we think this stock will significantly outperform this next year.
Rim Rimini, Rim Rimini (RMNI)
It’s been a long time subscribers! I apologize for the wait. It takes a long time to find companies that have the high likelihood of being multi-baggers, while also remaining criminally undervalued. For your consideration, Rimini Street (RMNI), a micro-cap that is taking on Oracle and winning!