Institutional Quality Equity Research for Paid Subscribers
Subscribe to access our institutional-quality equity research, including:
- Short Recommendations: In a world where less than 10% of sell-side reports contain “sell” recommendations, Antrim maintains coverage of a number of overvalued companies with deteriorating fundamentals, which we believe are excellent short sale candidates. In our experience, even those investors unable or unwilling to express a contrary stance on public equities will find our short recommendations thought provoking and useful as either a diligence exercise or a precautionary declaration.
- Long Recommendations: As part of our dedication to identifying attractive short sale candidates, Antrim spends a great deal of time attempting to understand the "other side of the trade." It is not unusual for us to develop conviction and optimism around fundamentally misunderstood, maligned or disregarded, and deeply discounted equities in under followed companies and industries or special situations. We maintain coverage of a select few value-oriented long ideas and special situations that we believe offer investors the potential for outsize absolute returns .
Antrim's equity research coverage universe currently includes:
- Long Recommendations: Despegar.com Corp. (NYSE:DESP)
- Short Recommendations: Kinsale Capital Group (Nasdaq:KNSL), TransDigm Group (NYSE:TDG), Snap On Inc. (NYSE:SNA), Ballard Power Systems (Nasdaq:BLDP, TSE:BLDP), Trinity Industries, Inc. (NYSE:TRN), Lincoln Electric Holdings, Inc. (Nasdaq:LECO), IPG Photonics Corp. (Nasdaq:IPGP), Ball Corporation (NYSE:BLL), Dycom Industries (NYSE:DY), Flowserve Corporation (NYSE:FLS), Fox Factory Holding Corp. (Nasdaq:FOXF), A.O. Smith Corporation (NYSE:AOS)
