Compounding Numisma

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Investors Title Company (ITIC)
A regional title insurer with a track record of consistent profitability in a rather boring industry.
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Fred
 and 
Noah R.
1
Exchange Bank (EXSR)
A small bank with a conservative history has a specialized depositor niche in the valley of Santa Rosa, California and trades at a very attractive price
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Fred
Nuvera Communications (NUVR) - A Case Study in Capital Allocation
This tiny telecom provider in rural Minnesota has a strong historical ROIIC and reinvestment rate, but will huge bet on fiber infrastructure pay off?
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Fred
1
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Cinemark Holdings (CNK)
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2
Window Shopping Part 2: Open Lending (LPRO)
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7
Crown Crafts, Inc. (CRWS)
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Vontier (VNT) - Update and Q2 2022 Earnings Thoughts
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Vontier Corporation (VNT)
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2
Window Shopping Part 1: Ally Financial
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3
Crown Crafts, Inc. (CRWS)
A $57mm market cap company that doesn't grow and makes baby bibs should produce returns of 13%+ if decades of consistency are sustained
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Fred
America's Car-Mart (CRMT)
Macro concerns surrounding subprime auto lending make this stock cheap, presenting a potential opportunity for buy and hold investors
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Fred
Garrett Motion (GTX / GTXAP)
A Tier 1 Automotive OEM supplier of turbochargers that is valued as if it will disappear in 11 years will be around quite a while longer
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Fred
Window Shopping Part 2: Open Lending (LPRO)
LPRO will benefit from auto volumes returning to historical levels as OEMs ramp up production and dealerships beg buyers to take inventory off their…
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Fred
7
Window Shopping Part 1: Ally Financial
Bear markets can be an excellent time to find new ideas and grow your circle of competence (if only to distract yourself from paper losses in your…
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Fred
3
Vontier (VNT) - Update and Q2 2022 Earnings Thoughts
$288 million of repurchases are in the books and $100m more are guided by EoY 2022. The combined yield of buybacks and EBIT growth is above my hurdle in…
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Fred
Cinemark Holdings (CNK)
The debt-laden movie theater operator will benefit if consumers continue to return to theaters and provide the cash necessary for CNK to deleverage and…
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Fred
2
Compounding Numisma
Compounding Numisma
Monthly write-ups on value stock opportunities
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Compounding Numisma

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