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SAMPLE REPORTS
Elevate your understanding from surface-level to owner-like.
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Ingles Markets (NASDAQ:IMKTA)
Market Cap at Writing: $1,370MM
To identify overlooked land in North America, a list of 753 companies was analyzed, revealing 61,033 disclosed owned acres. Ingles Markets stood out, as the company disclosed 160 owned acres marked at $9.2MM per acre. Suspecting that the company owned a significant property portfolio, a county tax record analysis was conducted, spanning over 1,000 county tax record searches, which revealed 445 owned properties spanning 3,631.6 acres, or 2,170% more acres than disclosed. In addition, market-level analysis reveals Ingles to be so competitive that even Buffett’s beloved Kroger actively avoids competition.
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Melexis NV
(EBR:MELE)
Market Cap at Writing: €2,196MM
Following the implementation of “Liberation Day” tariffs, automotive and industrial stocks crater. An analysis of the analog sensor industry highlights a company with unusual relative profitability: Melexis, an auto-specialized Belgian sensor designer. To explore Melexis’ above average profitability, a product analysis comprising 4,105 products was conducted. The study dispelled industry depictions of Melexis as a lower-ranked supplier, as our research shows the company to dominate several key industry niches.
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Hingham Institution for Savings (NASDAQ:HIFS)
Market Cap at Writing: $417.5MM
In the wake of the Silicon Valley Bank Crisis, the SPDR S&P Regional Banking Index (KRE) declines by over 40 percent. A long-form study comparing all 138 banks in the KRE to Hingham Institution for Savings (NASDAQ:HIFS) reveals the bank to sport unmatched efficiency, loan book conservatism, and steady profitability. A wider analysis of owner-operator incentive structures amongst regional banks reveals a high correlation between insider ownership and supernormal profitability, loan book conservatism, and balance sheet strength.