Substack · Horizon
20% CAGR Through the Cycle: Why the "Network" Beat the "Market"
Triumph Financial (4Q25): Cleaning House and Building the Operating System for Freight
Since publication 0.0% α −10.0 pp vs S&P 500 · USD
US · 2 entries · 1 publication
TFIN
Triumph Financial, Inc.
- Entries
- 2
- Bullish
- 0
- Bearish
- 0
- First
- Oct 31, 2025
- Latest
- Jan 28, 2026
No entry states a stance.
Jan 25 – Oct 26 · per month
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Alpha of every thesis on TFIN at 1, 3 and 6 months and since publication, and the full chart vs its benchmark.Free during launch: log in or sign up with your email to see it.
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Newest to oldest- January 2026 1 entry
- October 2025 1 entry
Substack · Horizon
A $1.1B Freight Fintech, $422M Revenue,173,000 Carriers, 20% Growth Target. Is Triumph Financial Quietly Becoming the Visa of U.S. Trucking?
Triumph Financial is Building the Financial Infrastructure of U.S. Freight
Since publication TFIN +16.3% α +4.1 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.