Friday POW!

Pick of the Week

Note: This week’s pick and core analysis come to us from Haymaker friend and frequent contributor, Daniel Bustamante.

Preview:

Stock is down 45% from its highs, battered by soft volumes and a market that forgot how to have fun.

But wait, there’s more!

Share buybacks are as aggressive as ever and the balance sheet is a literal fortress stuffed with cash, margins are rock-solid, and the long-term compounder thesis is still very much alive. (Think: high-moat marketplace + recession-resistant tailwinds + dirt-cheap valuation.)

The junkyard is interesting yet again.

Preface complete, this week’s pick is…