Eric Jensen

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Diligence Update – Thor Industries, Inc. (NYSE:THO)

October 9, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access the results of our recent diligence calls related to Thor Industries, Inc.

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Diligence Update – UiPath, Inc. (NYSE:PATH)

October 1, 2025by Eric Jensen in Equity Research tagged

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

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Discontinuing Coverage – The Toro Company (NYSE:TTC)

September 22, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our final thoughts on The Toro Company (NYSE:TTC)

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Initiating Coverage of Tapestry, Inc. (NYSE:TPR – $114.19)

September 22, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our research initiation report for Tapestry, Inc.

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Diligence Update – Lennox International (NYSE:LII – $544.48)

September 15, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our most updated thoughts on LII.

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Earnings in Review – UiPath, Inc. (NYSE:PATH – $11.90)

September 9, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on UiPath's Q2'26 reported Thursday, September 4th.

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Q4’25 Earnings in Review – Copart, Inc. (Nasdaq:CPRT – $47.47)

September 8, 2025by Eric Jensen in Equity Research tagged

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

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Q2’26 Earnings in Review – Samsara, Inc. (NYSE:IOT – $42.09)

September 8, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on Samsara's Q2'26, reported on Thursday after market close:

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Q2’25 Earnings in Review – Amer Sports (NYSE:AS)

August 20, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our thoughts on Amer Sports' Q2 report.

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Initiating Coverage of Lennox International (NYSE:LII – $605.87)

August 4, 2025by Eric Jensen in Equity Research tagged

Please use the following link to access our LII coverage initiation.

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