Eric Jensen

Author Archives

Discontinuing Coverage – Fastenal Co. (Nasdaq: FAST – $81.05)

Please use the following link to access our final thoughts on Fastenal Co.:

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Q1’25 in Review – Thor Industries (NYSE:THO – $104.82)

Please use the following link to access our thoughts on THO's recently reported Q1'25:

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Watchlist Update – Resuming Coverage of GXO Logistics, Inc. (NYSE:GXO – $51.99)

Please use the following link to access our update on GXO Logistics:

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Initiating Coverage of UiPath (NYSE:PATH – $14.24)

Please use the following link to access our coverage initiation report on UiPath (NYSE:PATH)

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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.

Access our Report>>


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

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

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