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

Ticker Company Date Added
$EPAM EPAM Systems Inc June 13th 2026
$LRN Stride Inc June 21st 2026
$FDS FactSet Research Systems June 21st 2026
$RDDT Reddit June 25th 2026
$CTSH Cognizant July 8th 2026

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