Undiscovered Compounders

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Latest post9 Oct 2026


Innovative Aerosystems, Inc.	IA (ex-ISSC) paid 13.8x EBITDA for Aydin: what the accounts of a captive subsidiary hide	-	9 Oct 2026
Tantalus Systems Holding Inc.	Tantalus Systems: A quiet micro-cap compounder riding the grid megatrend (10% of my portfolio, hopefully more)	-	28 Sept 2026
ACV Auctions Inc.	Copart’s $1.9B Bet on ACV Auctions: a Deep Dive	-	21 Sept 2026
Copart, Inc.	Copart’s $1.9B Bet on ACV Auctions: a Deep Dive	-	21 Sept 2026
Build-A-Bear Workshop, Inc.	What Q2 Did to My Build-A-Bear Thesis (and to My Buy Price)	-	17 Sept 2026
Copart, Inc.	Copart Q4 2026 Full Update: Reading a Bad Quarter Carefully	-	14 Sept 2026
Radisson Mining Resources Inc.	The 4 gold miners I own that don't need gold to go up	-	8 Sept 2026
Coeur Mining, Inc.	The 4 gold miners I own that don't need gold to go up	-	8 Sept 2026
Copart, Inc.	Copart: a wonderful company at a wonderful price (I bought it, of course)	-	29 Aug 2026
Vulcan Minerals Inc.	SALT & VUL update: the 50% tariff, the no-bid winter, and the nervous money	-	18 Aug 2026
Atlas Salt Inc.	SALT & VUL update: the 50% tariff, the no-bid winter, and the nervous money	-	18 Aug 2026
Innovative Aerosystems, Inc.	ISSC Q3-26 + eVTOL Contract + What Comes Next	-	17 Aug 2026
Innovative Aerosystems, Inc.	ISSC Acquires Aydin Displays for $24.5M: My Full Breakdown	-	23 Jul 2026
Cabral Gold Inc.	Cabral Gold (CBR.V): Pay for One Gold Mine, Get the District Thrown In	-	17 Jul 2026
Atlas Salt Inc.	Atlas Salt UPDATE: many weak signals make a less weak one.	-	6 Jul 2026
Build-A-Bear Workshop, Inc.	Build-A-Bear: 7x earnings, 5th straight record year and you're paid to wait. Just in case.	-	29 Jun 2026