In the wake of Q4 earnings from both companies, Antrim has decided to discontinue ongoing research coverage of AOS and LII. Please use the following link to access our report.
Please use the following link to access our coverage initiation report on Copart, Inc.
Please use the following link to access our coverage initiation report on Sigma Lithium Corporation (Nasdaq:SGML).
Please use the following link to access our "Short Shrift" newsletter for Q4 of 2023, with updates on our research coverage.
Please use the following link to access our thoughts on Fastenal's third quarter report:
Please use the following link to access our "Short Shrift" newsletter for Q3 of 2023, with updates on our research coverage.
Please use the following link to access our initiation report for Fastenal Co.
Hello, please use the following link to access updates on Antrim's research coverage of Saia, Inc. (Nasdaq:SAIA - $425.08) and Cummins, Inc. (NYSE:CMI - $262.41). In the wake of Yellow Corporation's bankruptcy announcement, we have decided to discontinue ongoing research coverage of SAIA.
Please use the following link to access our most up to date diligence on ideas in Antrim's coverage universe. We've held dozens of calls with plumbing and HVAC distributors, former employees of companies under our coverage, and general contractors to try to get a read on demand trends ahead of Q2 earnings season. Our thoughts on MLI, AOS, LII, SAIA, and CMI are included, along with some broad thematic takeaways.
