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Understand a thesis. Compare a filing. Audit a call.
01 / Read a stock thesis
FormFactor (FORM) is rated Hold as strong AI-linked demand is offset by a valuation that already prices in much of the recovery. Q1 2026 showed revenue growth, but EBITDA softened…
Read the research02 / See what changed
Winnebago Industries (WGO) 2026 10-K analysis comparing the 21 October 2026 filing with its prior-year 10-K, highlighting the MD&A section's biggest changes.
Read the research03 / Check the follow-up
Revisiting our Sell call on BMNR: entry $17.74, latest $23.96, +35.1%.
Read the researchFrom the research desk
Generac Holdings (GNRC) is rated Hold as valuation already discounts a recovery, while cash conversion remains modest. Strong free cash flow and manageable leverage support the case, but one-sided insider…
Read the researchCopart (CPRT) is rated Hold as strong cash generation and high margins are offset by slow 2.4% TTM growth and a valuation that is fair, not cheap. The key watchpoint…
Read the researchTarget (TGT) is rated Hold as the stock already prices in a recovery that still has to prove itself in margins. The company remains profitable and cash generative, but valuation…
Read the researchWinnebago Industries (WGO) 2026 10-K analysis comparing the 21 October 2026 filing with its prior-year 10-K, highlighting the MD&A section's biggest changes.
Read the researchPenguin Solutions (PENG)'s MD&A section changed the most among 2 companies that filed 10-Ks on 20 October 2026, each compared against its prior-year filing.
Read the researchCommercial Metals (CMC)'s MD&A section changed the most among 6 companies that filed 10-Ks on 16 October 2026, each compared against its prior-year filing.
Read the researchRevisiting our Sell call on BMNR: entry $17.74, latest $23.96, +35.1%.
Read the researchRevisiting our Strong Sell call on SRG: entry $2.11, latest $1.64, -22.3%.
Read the researchRevisiting our Sell call on RDW: entry $8.99, latest $8.56, -4.8%.
Read the researchLF0 Research Desk
A rating is a thesis to examine. The original analysis and later scorecard reviews let you see both the reasoning and the outcome.
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