Posts
Reddit
by [deleted]
February 19, 2026
Some ramblings on the SaaSpocalypse
Reddit
by [deleted]
February 18, 2026
Industry research on video games in Japan
Reddit
by [deleted]
February 17, 2026
Breaking Down RBC's Constellation Software Mega Report
Reddit
by [deleted]
February 17, 2026
In Search of Profitability
Reddit
by unnoticeable84
February 17, 2026
The Efficiency Trap: Why AI’s Micro-Success Could Become a Macro Problem
Reddit
by tandroide
February 15, 2026
Suzano + Pulp and Paper Primer
Reddit
by [deleted]
February 13, 2026
Sanity Check 2026
Reddit
by timestap
February 11, 2026
The SaaS bloodbath: opportunities and perils for investors
Reddit
by [deleted]
February 9, 2026
REITS, Private Market Discounts, and Déjà vu at $FSP
Reddit
by dwshorowitz
February 5, 2026
$500m market cap sweet spot
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 …