Rush Enterprises: Hidden Quality Underneath Cyclicality

Company Overview - Rush Enterprises operates commercial vehicle dealerships, offering a comprehensive range of solutions including new and used truck and bus sales, parts, service, collision repair, financing, and leasing [1]. Historical Background - The company was founded in 1965, establishing a long-standing presence in the commercial vehicle industry [1]. Investment Focus - The analysis emphasizes a qualitative approach to investing, particularly in small-cap companies that exhibit both long-term growth potential and special situations [1].