Ellie Mae is one of the few SMID-cap SaaS vendors I track whose stock has lost value over the last year, its growth narrative clouded by waning growth in mortgage originations. During the first half of 2018, a common view espoused by housing-related companies was that refinancing volumes had pretty much nowhere left to go […]
Tag Archives: ELLI
[XPEL] Xpel
[XPEL] Xpel Inc
April 1, 2024
I spent several weeks speaking with 70 automotive paint protection film (PPF) installers to better [...]
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Continue reading →[ROP] Roper Technologies
[ROP] Roper Technologies
March 18, 2024
Hi everyone, I embedded audio of me reading this post. Let me know what you [...]
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Continue reading →[AME] AMETEK
[AME] AMETEK
February 26, 2024
AMETEK was birthed out of failure. After its predecessor, Manhattan Electric Supply Company, a supplier [...]
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Continue reading →[TDY] Teledyne
[TDY] Teledyne
February 7, 2024
Many investors have come to know of Teledyne through Warren Buffett, who in John Train’s [...]
Continue reading →[CTAS] Cintas [UNF] Unifirst [VSTS] Vestis
why Cintas wins
January 18, 2024
Please check out my annual interview with @LibertyRPF, where I offer some thoughts on investing [...]
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