Some thoughts on Q2 Earnings and a look ahead
5
A beaten down auto dealer rollup
3
Changes from 21Jul2022
6
The ups and downs
11
3
Just stay rational
7
A calculated compounding machine
9
Patience is bitter but its fruit is sweet
5
A serial acquirer in choppy waters
7
4
Routing for little guy
9
A shallow dive into a strong compounder
7
3
A small cap gamble?
4
performance reviews and reflections
8
2