Eric Jensen

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Q1’25 in Review – The Toro Company (NYSE:TTC – $73.25)

Please use the following link to access our thoughts on TTC's Q1'25 just reported.

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Q2’25 In Review – Discontinuing Coverage of Thor Industries (NYSE:THO)

Please use the following link to access our thoughts on THO's Q2'25, just reported.

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Initiating Coverage of SiteOne Landscape Supply, Inc. (NYSE:SITE)

Please use the following link to access our coverage initiation report for SiteOne Landscape Supply:

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Watchlist Update – Resuming Coverage of Copart, Inc. (Nasdaq:CPRT – $56.59)

Please use the following link to access our thoughts on CPRT in the wake of the company's Q2'25 EPS report.

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Discontinuing Coverage: GXO Logistics, Inc. (NSYE:GXO – $36.31)

Please use the following link to access our thoughts on GXO's most recently reported quarter:

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Q1’25 in Review – Scotts Miracle Gro (NYSE:SMG – $71.91)

Please use the following link to access our thoughts on SMG's recently reported Q1'25 result.

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Ongoing Diligence Update – UiPath, Inc. (NYSE:PATH – $14.66)

Please use the following link to access the results of our ongoing diligence efforts into UiPath, Inc.

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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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