$XPEL - Is 6% growth the new normal? I don't think so. While the US aftermarket for PPF is increasingly mature, the company continues to have large reinvestment opportunities: ✅ The new car dealership and OEM channels are now 25% of sales and still growing above 20%.

$LOGC - ContextLogic is a hidden gem. The stock trades at $6.7/shr and the company has: ✅ $6.7/shr in cash ✅ NOLs worth up to $13.4/shr ✅ No operations The company is likely to make an acquisition over the next 6-12 months that acts as a catalyst to monetize the NOLs. Not

Even better than TerraVest?? $TVK.TO Tomorrow at 11.30am EST, Hidden Gems Investing will publish a 35 page report on a serial acquirer that has delivered 25% p.a. shareholder returns for the last 20 years. We think that can continue. In January 2024 we published a report on

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$JDG.L management have generated 22% incremental returns on capital over the last decade by my estimates. Estimated by comparing cumulative investments into WC, capex, and M&A over 5 year periods vs the resulting growth in OCF. By reinvesting 100% of cash generated at 22%

Why do customer service and culture matter? It has helped Jet2 become the UK's leading package holiday provider. Over the last decade Jet2's market share has grown from 2% to 22%. How? Jet2 has the industry's leading customers satisfaction. The table below shows that Jet2

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$TVK.TO and $JDG.L are both serial acquirers that have achieved a 22% post-tax return on incremental capital over the last decade by my estimates. But they achieve this return very differently. Judges Scientific buys niche scientific instrument businesses for 6x EBIT, which

New Write-up on Jet2 $JET2.L. Growth and returns of >20% annualised for years despite macro headwinds but currently at a 7.2xP/E ratio and now executing buybacks. Valued as an airline when it really is a leading tour operator. The >20% annualised returns should continue.

Strong results from $XPEL today. Take a look why I think the company continues to have a long growth runway.