Copart’s Valuation Improves

Copart's valuation improves despite no fundamental change in the company's long term outlook. I have, therefore, acquired an additional 200 shares @ ~$48.12 in a 'Core' account in the FFJ Portfolio on June 18. This is a brief post because I covered CPRT as recently as May 28, 2025 where I disclose the purchase of [...]

Intuitive Surgical – Redefining The Future of Surgery with Innovation

Intuitive Surgical (ISRG) is redefining the future of surgery with innovation. Its da Vinci platform ranks as being one of the most disruptive technologies in medtech history thus leading to the company's remarkable success in rewarding long-term shareholders. I last reviewed ISRG in this January 25, 2025 post at which time shares were trading at [...]

FFJ Portfolio – May 2025

This FFJ Portfolio - May 2025 report is a high-level recap of my activity during the month. Several buying opportunities presented themselves in April. May, however, was a very different story with the return of irrational exuberance. Looking at the Financial Industry Regulatory Authority, Inc. (FINRA) monthly margin statistics, I suspect some investors experienced a [...]

Agilent Remains Undervalued

I last reviewed Agilent (A) in this February 28, 2025 post at which time the most current financial information was for Q1 2025. With the recent release of Q2 and YTD2025 results and an update to the FY2025 outlook, I revisit this existing holding. Business Overview A has the following 3 reportable business segments: life [...]

HEICO Exceeds Fair Value

I last reviewed HEICO (HEI-a) in this February 27, 2025 post but disclosed the additional purchase of HEI-a shares for a young investor in this brief April 7, 2025 post. Subsequent to the April 7 purchase of additional shares @ $190.3351/share, the share price has surged to ~$300 and ~$237.50 for the HEI and HEI-a [...]

Veeva Systems No Longer A Bargain

  Veeva Systems (VEEV) is no longer a bargain unlike when I wrote various previous posts that are accessible through the Archives section of this site. In several of those posts, I disclosed my decision to acquire undervalued VEEV shares within a 'Core' account in the FFJ Portfolio. When I published my most recent VEEV [...]

Debt-Free Zoom Communications Is Attractively Valued

I last reviewed Zoom Communications (ZM) in this February 25, 2025 post at which time the company had just released its Q4 and FY2024 results and Q1 and FY2026 outlook. Following the May 21 market close, however, it released its Q1 2026 results and Q2 and FY2026 outlook thus prompting me to revisit this existing [...]

By |May 27th, 2025|Equity Investing|Comments Off on Debt-Free Zoom Communications Is Attractively Valued
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