Triumph Financial ( TFIN ) is a regional bank and a trucking workflows technology provider mashed into one company. While its banking and factoring operations are mature and solidly profitable, the technology offerings it has grown intoI manage a handful of portfolios, all of which have outperformed the S&P 500 index since inception in 2020. I like to evaluate companies as a business - not a stock ticker - and invest when I judge the market to have significantly mispriced them. I have a degree in Engineerin ...