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Perspectives
The Impact of Autonomous Vehicles on Copart, A Timeline-Based Assessment - ($CPRT)
Before getting into any numbers, it’s worth being upfront about what this is and isn’t.
Aug 13
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Bearhold Research
12
3
1
A Comprehensive Guide to Business Valuation
The myth of fair value and the failure of conventional multiples
May 2
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Bearhold Research
8
3
The Consultant’s Dilemma: What AI Actually Does to Accenture ($ACN)
There is a line in Accenture’s FY2025 annual report that I keep returning to.
Apr 12
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Bearhold Research
5
1
Why Nike ($NKE) Won't Make It Into the Bearhold Universe
There is a question I ask about every business before anything else: can I tell, with reasonable confidence, how this company will look in five years?
Apr 5
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Bearhold Research
1
2
Two Ecosystems, One Wall
What happens to robotics technology when the world’s two largest players stop competing against each other
Mar 29
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Bearhold Research
2
The Mistakes I Made Before I learned That Investing is 80% Psychology
Nobody tells you this when you start investing.
Mar 23
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Bearhold Research
5
2
4
The auto parts store that's been compounding quietly for 33 years
In 1957, Charles O’Reilly opened a single auto parts store in Springfield, Missouri.
Mar 23
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Bearhold Research
5
3
4
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