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
Watch List
| 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 | June 25th 2026 | |
| $CTSH | Cognizant | July 8th 2026 |