Eric Jensen

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Q4’24 in Review – Scotts Miracle Gro (NYSE:SMG – $74.29)

Please use the following link to access our thoughts on SMG's Q4'24:

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Initiating Coverage of Samsara, Inc. (NYSE:IOT – $50.26)

Please use the following link to access our report:

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Diligence Update – Toro – (NYSE:TTC – $81.69)

Please use the following link to access our report on Antrim's ongoing TTC diligence effort.

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Q3 2024 in Review – Tractor Supply (Nasdaq:TSCO – $274.29)

Please use the following link to access our thoughts on TSCO's Q3, just reported:

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Q3 2024 in Review – Fastenal Co. (Nasdaq:FAST – $76.82)

Please use the following link to access our thoughts on Fastenal's recently reported Q3 result.

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Watchlist Update – GXO Logistics – (NYSE:GXO – $58.07)

Please use the following link to access our thoughts on GXO.

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Diligence Update – Copart, Inc. – (Nasdaq:CPRT – $55.84)

Please use the following link to access our conclusions from recent diligence efforts related to Copart, Inc.

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Diligence Update – Scotts Miracle Gro – (NYSE:SMG – $83.36)

Please use the following link to access our updated thoughts on SMG:

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Diligence Update – Toro – (NYSE:TTC – $86.65)

Please use the following link to access our recent thoughts on The Toro Company.

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Discontinuing Coverage – Cummins, Inc. (NYSE:CMI – $326.40)

Please use the following link to access our final thoughts on Cummins, Inc.

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