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Is MYR Group Benefiting From a Rising Tide?
Examining whether recent improvements in returns on capital are company-specific or driven by industry tailwinds.
Jun 23
•
Jeffrey Charrier
Casey's General Store: A Watchlist Candidate
A look at the company’s distribution advantage, working capital economics, and reinvestment opportunities.
Jun 16
•
Jeffrey Charrier
May 2026
Revisiting my American Express investment thesis.
A reflection of what I got right, what I missed, and how my process is evolving.
May 14
•
Jeffrey Charrier
2
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