Eric Jensen

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Ongoing Diligence Update – Samsara, Inc. (NYSE:IOT – $41.27)

May 6, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our conclusions following a recent round of diligence conversations related to Samsara, Inc.

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Q1’25 Earnings in Review – SiteOne Landscape Supply (NYSE:SITE – $116.91)

May 2, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on SITE earnings reported this Wednesday, April 30th, before market open:

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Q1’25 Earnings in Review – Tractor Supply (Nasdaq:TSCO – $50.35)

May 1, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on TSCO's Q1'25 earnings report.

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Discontinuing Coverage – Scotts Miracle Gro (NYSE:SMG – $50.38)

April 10, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our final thoughts on SMG.

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Initiating Coverage of Amer Sports, Inc. (NYSE:AS)

March 26, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our coverage initiation report for Amer Sports, Inc.

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Q4’25 in Review – UiPath, Inc. (NYSE:PATH – $11.83)

March 13, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on UiPath's Q4'25 report.

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Q4’25 in Review – Samsara, Inc. (NYSE:IOT – $34.06)

March 11, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on Samsara's Q4:

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Q1’25 in Review – The Toro Company (NYSE:TTC – $73.25)

March 10, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on TTC's Q1'25 just reported.

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Q2’25 In Review – Discontinuing Coverage of Thor Industries (NYSE:THO)

March 6, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on THO's Q2'25, just reported.

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Initiating Coverage of SiteOne Landscape Supply, Inc. (NYSE:SITE)

March 3, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our coverage initiation report for SiteOne Landscape Supply:

Access our Report>>

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