Blog
Research notes and valuation walk-throughs - the reasoning behind the numbers the site computes, written out in full.
Is Copart's Acquisition of ACV Auctions a Masterstroke or a Mistake? A Deep Dive into Growth, Supply Constraints, and Valuation
Copart's growth engine is slowing as collision frequency declines. A look at the math behind the ACV Auctions deal and what it means for the thesis.
Copart's (`CPRT`) Real Product Isn't Cars: Jay Adair's Return and the Road Ahead
Copart (CPRT) held double-digit ROIC through peak inflation and supply shocks. Jay Adair is back as CEO — here's what his return signals for growth.
Why I Think the Market Is Wrong About Copart (`CPRT`)
Why I believe the market is mispricing Copart (CPRT). A look at claims volumes, insurance cycles, and whether the recent slowdown is temporary.
OCL.AX: My Investment Strategy and Company Valuation
Is OCL.AX undervalued? Explore my 10-year growth model, valuation analysis, Microsoft 365 risks, and the investment thesis behind Objective.
OCL Research Round 2: Is OCL a Modern Cigar Butt Company?
Deep-dive equity research, capital allocation analysis, and disciplined value investing insights to help long-term investors compound wealth rationally.
RMD: My Valuation of ResMed and Why I Stopped My Research
ResMed (RMD) faces headwinds from GLP-1s and Philips, but Medicare reimbursement changes pose the biggest risk to margins and valuation.
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