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Short Shrift – Issue 2, Volume 6, November 2021

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.

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Short Shrift – Volume 2, Issue 5, June 2021

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.

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Lincoln Electric (Nasdaq:LECO) reports Q1 EPS of $1.37 vs. consensus: $1.19

Please follow the link to download our thoughts in reaction to the company's Q1 report, and management commentary.

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Initiating Coverage on Lincoln Electric Holdings, Inc. (Nasdaq:LECO – $123.54)

Today we are initiating coverage on a new short idea, Lincoln Electric Holdings, Inc. (Nasdaq:LECO). Subscribers can download our report using the link below:

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