Please use the following link to download our report with updated thoughts on names under our coverage: AOS, CPA, ROL, FLS, and TRN.
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.
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.
