Nxp Semiconductors NV
NXP Semiconductors, the global automotive-chip leader, has delivered 12.5% compounded EPS growth and is presented as a long investment.
Sector
Automotive
Everything our editor has picked under this sector, best first.
31 stories
mavix on X
I just published an Earnings Update about the Q1 2026 results of Leatt $LEAT You can find it in the portfolio section of the blog :) https://t.co/Vt9LtiAj90
Genuine Parts CO
Genuine Parts trades at roughly 9x EBITDA as cyclical weakness and elevated NAPA investment temporarily depress earnings.
Under the Hood, Copart ($CPRT)
Copart’s salvage-auction network pairs scarce storage land with global online bidding, supporting insurer returns and a durable moat…
Connor Haley on X
We just published a high-conviction report on one of our favorite businesses, $XPEL. Our conviction is rooted in a CEO with an exceptional track record: ~47% TSR CAGR and 35% revenue CAGR since taking the helm—who owns stock worth ~20x his salary and has laid out a credible path to roughly triple EPS through self-help margin expansion and continued secular growth. Even using assumptions well below management’s targets, we see a compelling risk-adjusted return with the potential to double our investment by FY28. If management delivers on its vision, we believe the shares can more than triple over that same period. See research report here: https://t.co/ZHKQmeWhmO
Copart: 2Q26 Business Recap
Copart’s fiscal Q2 2026 revenue fell 4% and U.S. insurance units dropped 11%, as underinsured drivers and carrier volumes weighed while IAA…
Ferrari Exploratory Report
Ferrari sells about 13,000 vehicles annually, generating €7 billion of revenue and 28% operating margins; its shares trade at 32 times…
