Enterprising Investor

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2025 Portfolio Update
My portfolio was up 26.3% in 2025, and my 6 year CAGR is 19.0%
 • Tyler Moody
Why This Subprime Auto Lender Is Trading at 0.3× Book Value
America’s Car-Mart (CRMT) has had a rough year in the markets.
 • Tyler Moody
Heartland Express: A Deep Value Play in a Troubled Trucking Market
Deep dive into Heartland Express
 • Tyler Moody
Learning the Mobile Home Business (and Finding Value Along the Way)
Legacy Housing is a micro cap manufacturer of mobile homes, an interesting play on the housing shortage
 • Tyler Moody
Cheap, Cash-Flowing, and Ignored: The Case for Ziff Davis
Online media company trading at 7x FCF
 • Tyler Moody
Q3 2025 Portfolio Update
For Q3 2025, my stock picking portfolio was up 5.0%, and is up 20.5% YTD
 • Tyler Moody
Heartland Express: A Trucking Stock Stuck in Neutral...For Now
Heartland Express (NASDAQ: HTLD) is a trucking company that focuses on short- to medium-haul freight.
 • Tyler Moody
Enterprising Investor
Enterprising Investor
A value investing newsletter where I analyze financial statements, highlight capital allocation decisions, and estimate intrinsic value of companies that I am interested in. Additionally, I track the performance of my stock portfolio.
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