US

Robert Half and the recruiters – hired or fired?

(RHI, $6.9bn market cap, $88m ADVT, 97% free float)

Oct 7, 2024 •

Jack Henry & Associates – a core holding

(JKHY, $12.1bn market cap, $72m ADVT, 100% free float)

Jul 1, 2024 •

Griffon, Sanwa and late onset pricing power in the US overhead garage door market

(Griffon is GFF, $3.3bn market cap, $25m ADVT. Sanwa is 5929.T, $4.1bn market cap, $13m ADVT)

Jun 3, 2024 •

Saia and Old Dominion - keep on rolling

(SAIA, $13.7bn market cap, $149m ADVT, 100% float)

Apr 22, 2024 •

Casey’s General Stores – well-fueled growth?

(CASY, $10.6bn market cap, $60m ADVT)

Feb 12, 2024 •

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