Eric Jensen

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Short Shrift – Issue 2, Volume 6, November 2021

Attached please find the results of our recent diligence conversations, as well as any of Antrim's reactions to earnings which did not merit a standalone report.

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Initiating Coverage of Fox Factory (Nasdaq:FOXF – $178.67)

Please use the following link to download our coverage initiation of Fox Factory Holding Corp. (Nasdaq:FOXF - $178.67)

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Ball Corporation (NYSE:BLL – $91.55) reports Q3 2021 EPS of $0.94 vs. consensus $0.98

Please use the following link to access our thoughts on BLL's Q3 report and conference call.

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IPG Photonics (Nasdaq:IPGP – $177.90) reports Q3 EPS of $1.40 vs. consensus $1.27

Please use the following link to download our thoughts on IPGP's Q3 report and conference call commentary.

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Kinsale Capital Group (Nasdaq:KNSL – $187.15) reports Q3 operating EPS of $1.59 vs. consensus $0.99

Please use the following link to download our thoughts on KNSL's Q3 report:

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Trinity Industries (NYSE:TRN – $29.67) Reports Q3 Adj. EPS of $0.29 vs consensus $0.18

Please use the following link to download Antrim's thoughts on TRN's Q3 report and conference call discussion.

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Snap-On Inc. (NYSE:SNA – $212.51) reports Q3’21 EPS of $3.57 vs. consensus $3.39

Please use the following link to download our thoughts on the third quarter of SNA's fiscal year:

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Terminating Coverage on Restaurant Brands (NYSE:QSR) and Public Storage (NYSE:PSA)

At this time, we have decided to terminate coverage of Restaurant Brands (NYSE:QSR) and Public Storage (NYSE:PSA) in order to focus our effort on new short idea generation and coverage of higher conviction ideas on our coverage list. Please find our final note related to QSR and PSA at the following link:

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Addendum to Antrim’s Coverage Initiation on Flowserve Corp. (NYSE:FLS – $35.48)

Because our Flowserve initiation was shorter than our normal full-length initiation reports, we have chosen to follow that up with a brief exposition of some of our additional thoughts on the name, and some additional detail that was absent from our write up dated September 27, 2021.

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Initiating Coverage on Dycom Industries (NYSE:DY – $71.02)

We are initiating coverage of Dycom Industries (NYSE:DY - $71.02) with a critical view of the industry's growth trajectory, the company's pricing power, margins, and cash flow metrics. Please use the following link to download our initiation report.

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