Please use the following link to download our coverage initiation of Fox Factory Holding Corp. (Nasdaq:FOXF - $178.67)
Please use the following link to access our thoughts on BLL's Q3 report and conference call.
Please use the following link to download our thoughts on IPGP's Q3 report and conference call commentary.
Please use the following link to download Antrim's thoughts on TRN's Q3 report and conference call discussion.
Please use the following link to download our thoughts on the third quarter of SNA's fiscal year:
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:
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.
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.
In this issue of Short Shrift, our thoughts and the results of our diligence on a name we decided to pass on: Berry Plastics (NYSE:BERY), an update on recent macro-economic data points pertaining to Snap-On, Inc. (NYSE:SNA), and a brief clarification on our Lincoln Electric (Nasdaq:LECO) thesis we gleaned from a conversation with Investor Relations.
