Albertsons Companies Inc - Class A

BJ`s Wholesale Club Holdings Inc

Costco Wholesale Corp

Dollar General Corp.

Dollar Tree Inc

FFD Financial Corp.

Group 1 Automotive, Inc.

Kroger Co.

Trinity BAnk N.A.

Walmart Inc

Trinity Bank $TYBT - [https://mjsinvestments.substack.com/p/trinity-bank-na-tybt](https://mjsinvestments.substack.com/p/trinity-bank-na-tybt)

U.S. Grocery Industry Overview $COST $BJ $WMT $KR $ACI $DG $DLTR- [https://mjsinvestments.substack.com/p/industry-overview-us-grocery-business](https://mjsinvestments.substack.com/p/industry-overview-us-grocery-business)

FFD Financial - $FFDF - [https://mjsinvestments.substack.com/p/ffd-financial-corporation-ffdf](https://mjsinvestments.substack.com/p/ffd-financial-corporation-ffdf)

Group 1 Auto - $GPI - [https://mjsinvestments.substack.com/p/group-1-automotive-gpi](https://mjsinvestments.substack.com/p/group-1-automotive-gpi)

Motorpoint PLC - $MOTR $MOTR.L - [https://mjsinvestments.substack.com/p/motorpoint-group-plc-lse-motr](https://mjsinvestments.substack.com/p/motorpoint-group-plc-lse-motr)

Here’s an additional link to a variety of historical reading materials on/from top investors (interviews/articles/etc.).
[https://mjsinvestments.substack.com/p/investorresources](https://mjsinvestments.substack.com/p/investorresources)
$BRK.A $BRK.B $BRKA $BRK.B $DJCO

Small Ohio bank with strong business model and cheap valuation

https://mjsinvestments.substack.com/p/ffd-financial-corporation-ffdf

FFD Financial Corporation (FFDF)

Undervalued U.S. new car dealer with intelligent historical capital allocation focused on share repurchases

https://mjsinvestments.substack.com/p/group-1-automotive-gpi

Group 1 Automotive (GPI)

High-level overview of U.S. grocery industry

https://mjsinvestments.substack.com/p/industry-overview-us-grocery-business

Industry Overview - U.S. Grocery Business

Competitively advantaged UK used-car dealer at ~4x future earnings

https://mjsinvestments.substack.com/p/motorpoint-group-plc-lse-motr

Motorpoint Group PLC (LSE: MOTR)

Top tier one-branch bank in Texas with extremely high quality management team

https://mjsinvestments.substack.com/p/trinity-bank-na-tybt