Recent Research
12/12/2025
REPLAY: Microreactors & the Nuclear Narrative
BWXT, CCJ, CEG, GEV, LEU, OKLO, NNE, SMR, VST
Energy, Industrial/Transportation, Utilities
12/10/2025
REPLAY: Q4’25 CTV/OTT & Programmatic Ads Demand
AMZN, DIS, GOOGL, META, NFLX, PARA, PINS, ROKU, SNAP, TTD, TikTok, WBD
TMT, Consumer
12/04/2025
Plumbing & HVAC: Q3 Demand Update - Takeaways
FBIN, FERG, MAS, ZWS
Industrial/Transportation
Recent Ideas
12/12/2025
Used Autos: Investor Discussion
CarMax Inc.
Presented:
Price: $39.26, CAP: $6.25B
Current:
Price: $41.65, CAP: $6.25B
Consumer
+0.00%
12/10/2025
DG
Dollar General Corporation
Presented:
Price: $132.37, CAP: $27.63B
Current:
Price: $132.70, CAP: $27.63B
Consumer
-0.25%
12/10/2025
MAT
Mattel Inc.
Presented:
Price: $21.15, CAP: $6.51B
Current:
Price: $20.98, CAP: $6.51B
Consumer
-0.80%
12/10/2025
ODD
Oddity Tech Ltd.
Presented:
Price: $45.29, CAP: $2.55B
Current:
Price: $44.40, CAP: $2.55B
Consumer
-1.97%
12/10/2025
PRMB
Primo Brands Corporation
Presented:
Price: $15.87, CAP: $5.84B
Current:
Price: $16.07, CAP: $5.84B
Consumer
+1.26%
12/10/2025
RMS FP
Hermès International S.A.
Presented:
Price: €2,165.00, CAP: $223.20B
Current:
Price: €2,131.00, CAP: $223.20B
Consumer
+1.57%