Buy MLR by May 6, 2026.

As I screen for undervalued companies, it seems there's a sweet spot right around $500m market cap. Last month I stumbled upon Miller Industries (ticker: MLR), the dominant player in tow truck systems. Low debt. Low multiples. Cyclical compression. Growth drivers: international expansion, military contracts, robotics (FWIW). Roast me. Last year I did a similar exercise and bought: TK (+64% total return including a $1 per share special dividend) ASC (+24%) A bit higher market cap, I also bought NOG …