Eric Jensen

Author Archives

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:

Access our Report>>


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

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

Access our Report>>


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

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

Access our Report>>


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:

Access our Report>>


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

Please use the following link to access our report:

Access our Report>>


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

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

Access our Report>>


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:

Access our Report>>


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.

Access our Report>>


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.

Access our Report>>


Page 1 of 14123...Last

Subscriber Login

Recent Posts