Watch List
These are companies that have come across my radar and passed an initial screen. I have not yet read the filings, checked the insider picture, or formed a view on any of them. They may become full articles or they may get rejected after a closer look. Some will sit here for months until the right catalyst appears.
Adding a company to this list is not a recommendation. It means I noticed something worth investigating further.
Positions I have researched and written about are on the Positions page.
Current
| Company | Ticker | Added |
|---|---|---|
| Charter Communications Inc | $CHTR | June 13th |
| EPAM Systems Inc | $EPAM | June 13th |
| Fiserv Inc | $FISV | June 13th |
| Gartner Inc | $IT | June 13th |
| Sprouts Farmers Market Inc | $SFM | June 13th |
| SPS Commerce Inc | $SPSC | June 13th |
| Trade Desk Inc | $TTD | June 13th |
| Whirlpool Corp | $WHR | June 13th |