After reporting a very nice Q2, with a rise in growth margins, revs, and all the good stuff, I would classify myself as extremely interested in $XPEL. Not only does it have a beautiful balance sheet:

(look at those capital efficiency metrics!!) but it also fits a new goal of mine to re-allocate more of my portfolio to reasonably valued, boring businesses, mostly in the small-cap range. XPEL definitely isn't exciting - looking at their products, they're actually exceptionally boring:

And they're currently on a bit of a drawdown, even after nice quarterly results. Will definitely be covering this company more in tomorrow's newsletter, as it's currently at the tippity-top of my watchlist.