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The Misfits: Oak Valley Bancorp (OVLY)
Alternatively, cutting one's teeth on bank stocks.
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Intriguing IPOs: StandardAero (SARO)
An aircraft services specialist with a dominant position sounds appealing. But that ownership...
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The Misfits: SEI Investments Company (SEIC)
A lesson in finding the balance between returns and growth and the pitfalls of high insider ownership.
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The Misfits: ITT Inc. (ITT)
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The Misfits: Dr. Reddy's Laboratories Limited (RDY)
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The Misfits: SEI Investments Company (SEIC)
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The Misfits White Mountains Insurance Group Inc. (WTM)
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PANIC at the VIX...Oh
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The Misfits: Advanced Drainage Systems (WMS)
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Intriguing IPOs: Guardian Pharmacy Services (GRDN)
Bringing the pharmacy to the patient could be a winning formula.
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The Misfits: Colliers International Group (CIGI)
The global property manager has delivered spectacular results under its founder since the 80s. What happens when the next person takes over?
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The Misfits: John Bean Technologies Corporation (JBT)
John Bean is one of those companies that screams "Peter Lynch stock". As much as I want to get on board, I want to see one thing first.
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Half Baked (Investing) Ideas: How Much Do Moats Really Matter?
If identifying a company's moat is important to an investment thesis, why do so many companies with high moats end up being lousy investments?
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Random Thoughts and the Personal Portfolio
Hedging against our own biases, SPACs, and buy and sell decisions.
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The "Media-ification" of Academic Studies and (Poor) Logic Leaps
Academic study has often been misused as a justification for individual investments. The logic doesn't make sense.
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The Misfits: Dr. Reddy's Laboratories Limited (RDY)
A generics drugmaker has some inherent advantages, and Dr. Reddy's has used them to generate spectacular results.
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Recessions, BIG NUMBERS, and Reading the Room
A grab bag of thoughts on how financial data is presented to investors.
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The Misfits: Transcat, Inc. (TRNS)
A corporate change has transformed a less-than-great distributor into something else entirely.
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Exploring the world of overlooked investments. Why some of the greatest investments get ignored; why we spend so much time on the bad ones; and everything in-between.
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