Core Viewpoint - Radiant Logistics (RLGT) has seen its stock price increase from the high $5s in November 2025 to around $6.60, indicating a potential investment opportunity despite the perception of having missed the boat [1]. Company Analysis - The investment perspective is shaped by a focus on cash flow durability, balance sheet strength, and practical risks associated with capital structures [1]. - The company targets mispriced opportunities created by market fear, prevailing narratives, or misunderstandings, particularly in cyclical industries, energy, industrials, and under-followed mid-caps [1]. - There is an emphasis on identifying asymmetric setups where companies have already faced market punishment while their fundamentals are stabilizing or improving [1]. Investment Strategy - The approach involves looking for situations where sentiment lags behind reality, allowing modest changes in expectations to drive significant stock price changes [1]. - The analysis is shared through Seeking Alpha to facilitate idea generation and company analysis for the investment portfolio [1].

Core Insights - Cass Information Systems (CASS) operates in the freight audit and payment processing sector, which is often overlooked due to its unglamorous nature, leading to stagnant stock performance while the broader market has progressed [1] Company Analysis - The company is positioned in a niche market that has not attracted significant investor attention, resulting in a valuation that may not reflect its underlying economic fundamentals [1] - The focus on cash flow durability and balance sheet strength indicates a solid financial foundation, which is crucial for long-term investment considerations [1] Investment Perspective - The investment strategy emphasizes identifying mispriced opportunities, particularly in cyclical industries and under-followed mid-cap companies, where market expectations may diverge from actual performance [1] - The approach seeks to capitalize on situations where sentiment is lagging behind reality, allowing for potential stock price appreciation with modest changes in expectations [1]