Please use the following link to access our thoughts on UiPath's Q2'26 reported Thursday, September 4th.
Please use the following link to access our thoughts on Samsara's Q2'26, reported on Thursday after market close:
Please use the following link to access our thoughts on SITE's Q2 earnings report.
Please use the following link to access the results of our ongoing SITE diligence.
Please use the following link to access our thoughts on Samsara's Q1'26 earnings, reported yesterday after market close.
Please use the following link to access our thoughts on UiPath's Q1'26 report, issued Thursday, May 29th, after market close.
Please use the following link to access our thoughts on CPRT's Q3'25 result, reported Thursday, May 22nd, after market close.











