A microcap with a founder led team with laser focus
15
The joys of holding aren’t free
13
1
They get tougher and tougher to kill
13
2
Taking advantage of “A great business poorly done"
9
1
Some thoughts on Q2 Earnings and a look ahead
6
A beaten down auto dealer rollup
4
Changes from 21Jul2022
6
The ups and downs
12
3
Just stay rational
7
A calculated compounding machine
14
Patience is bitter but its fruit is sweet
7
A serial acquirer in choppy waters
10
4