Sitemap - 2023 - JustValue
TopBuild ($BLD): Mastering the Insulation Distribution
Arhaus ($ARHS): why I passed on or the importance of the “little things”
Gypsum Management & Supply ($GMS): Another Wonderful Distribution Business
Revisiting Hibbett Sports ($HIBB)
Revisiting Academy Sports and Outdoors ($ASO): the Thesis Remains Intact
The Cato Corporation (CATO): a Value Play
Spotify ($SPOT): Great Expectations with an Unclear Path to Success