Recent Research
02/05/2026
REPLAY: Building Products: Competing For Q4 Demand
BECN, BLDR, HD, JHX, LPX, MHK
Industrial/Transportation
02/05/2026
DRVN, MCW & VVV: New Year, New Oil? - Takeaways
DRVN, MCW, VVV
Consumer, Industrial/Transportation
02/04/2026
FND & MHK: Sourcing Profitably in ‘26 - Takeaways
FND, HD, LOW, MHK
Industrial/Transportation
Recent Ideas
02/03/2026
BROS
Dutch Bros Inc.
Presented:
Price: $54.39, CAP: $9.18B
Current:
Price: $54.48, CAP: $8.80B
Consumer
-0.17%
02/03/2026
WH
Wyndham Hotels & Resorts Inc.
Presented:
Price: $72.79, CAP: $5.53B
Current:
Price: $75.30, CAP: $5.51B
Consumer
+3.45%
01/30/2026
AIR
AAR Corp.
Presented:
Price: $104.06, CAP: $4.23B
Current:
Price: $107.13, CAP: $4.35B
Industrial/Transportation
+2.95%
01/30/2026
AMPX
Amprius Technologies Inc.
Presented:
Price: $11.98, CAP: $1.77B
Current:
Price: $12.40, CAP: $1.92B
Industrial/Transportation
+3.51%
01/30/2026
CAE CN
CAE Inc.
Presented:
Price: CA$45.30, CAP: $14.25B
Current:
Price: CA$41.88, CAP: $13.58B
Industrial/Transportation, TMT
-7.55%
01/30/2026
MTRS SS
Munters Group AB
Presented:
Price: SEK166.00, CAP: $31.34B
Current:
Price: SEK170.00, CAP: $31.34B
Industrial/Transportation
+2.41%