Friday, September 4, 2026

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Vse CORP

VSE Corp trades at $185, with a stated $246 fair value and 2027 estimated EV/EBITDA of 15x.

MercadoLibre: Valuation Model

MercadoLibre’s sum-of-the-parts model values commerce and payments on FCFF, credit on equity returns, producing a $1,980 base-case target…

U-Haul Bought at the Top

U-Haul’s pandemic-era fleet purchases at inflated prices now drive higher depreciation and disposal losses as truck and van prices…

Deep Dive: Palantir ($PLTR)

Palantir’s forward-deployed engineering model underpins its AI software growth, but AWS, Microsoft and AI labs are copying it at scale as…

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