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Robert Half and the recruiters – hired or fired?
(RHI, $6.9bn market cap, $88m ADVT, 97% free float)
Oct 7, 2024 • Alex Sweet
Jack Henry & Associates – a core holding
(JKHY, $12.1bn market cap, $72m ADVT, 100% free float)
Jul 1, 2024 • Alex Sweet
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 • Alex Sweet
Saia and Old Dominion - keep on rolling
(SAIA, $13.7bn market cap, $149m ADVT, 100% float)
Apr 22, 2024 • Alex Sweet
Casey’s General Stores – well-fueled growth?
(CASY, $10.6bn market cap, $60m ADVT)
Feb 12, 2024 • Alex Sweet
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