SUMMITIn 1990, Terry Smith at age 37, purchased a single location collision repair business called Boyd Autobody in Winnipeg, Manitoba. Over the next few years he would acquire several other locations and in …
Bank of the Ozarks (OZRK): The Story of Intelligent Fanatic George Gleason
In March of 1979, George Gleason II became the owner/operator of a small Arkansas community bank in Ozark, Arkansas. Gleason’s background and how he purchased the bank was anything but …
DaVita HealthCare Partners (DVA): An Intelligent Fanatic Led Turn Around
In October 1999, Kent Thiry, a businessman with a positive track record in the dialysis industry and former Bain & Company consultant, was hired to lead the turnaround of a …
It’s Time to Change Your Perception of Microcaps
What truly is a microcap? The common answer would be a small public company with a market capitalization of less than $300 million. But does the label tell us anything …
Middleby Corporation (MIDD): Case Study of an Intelligent Fanatic Led 100-Bagger
In 2001, Selim Bassoul became CEO of a $40 million market cap microcap called, Middleby Corporation (MIDD). He had joined Middleby in 1996 and turned around the company’s Southbend division, …
How To Find Intelligent Fanatic CEOs Early
Wal-Mart, Nike, Amazon.com, Starbucks, Ford, Oracle, Microsoft, Facebook, Celgene, Amgen, and others are considered great companies. It is human nature to look at a long-term chart of these companies and …