Buybacks
Tagged analyses
SYFCheap private-label card issuer with real moat but cyclical earnings and regulatory overhang.
Buy · 2026-05-05
GMGM is a cheap, capital-intensive cyclical priced for a soft landing it cannot guarantee.
Hold · 2026-05-04
FISVFi sells at 25 cents on the dollar of base intrinsic value while compounding at 17% ROIC.
Buy · 2026-05-04
HCAAmerica's best-run hospital operator, levered to the gills, trading near fair value.
Hold · 2026-05-04
EXPEA scarred OTA #2 trading near fair value with a structural search-traffic problem.
Hold · 2026-05-04
MTBConservative regional bank trading at fair price; strong franchise but no obvious bargain.
Hold · 2026-05-04
MTDA wide-moat precision-instruments compounder, fairly priced after biotech destocking.
Hold · 2026-05-04
AAPLWorld-class business at a fair price; wait for $260 or less.
Hold · 2026-05-03
LTisch-run holding company, fair businesses, but priced 82% above base intrinsic value.
Trim · 2026-05-04
EBAYA narrow-moat cash machine priced for stagnation, not for the focused enthusiast niches it dominates.
Hold · 2026-05-04
METMetLife is a serviceable life insurer trading at a sensible discount, not a compounder.
Hold · 2026-05-04
NVRA great homebuilding business trading at twelve times earnings during the cyclical winter.
Buy · 2026-05-04
AMPAmeriprise is a fee-based wealth franchise wearing an annuity overcoat at half price.
Buy · 2026-05-03