Snowball Research Team
Clarus Corp (CLAR): Dan Roller of Maran Partners thinks the company has huge potential upside
Xponential fitness (XPOF): Recent significant changes after short report; Buckley Capital thinks the stock has 100% to 200% potential upside
Leslie’s (LESL): Recent significant changes
Carter's, Inc. (CRI): Depressed stock price in the last decade; Solid brand; Excellent FCF
Axogn (AXGN): Recently appointed CEO (Aug 2024) has plenty of experience in sale; Significant improvement in profitability and cash from operations
Journey Medical Corporation (DERM): A new product shows superiority over market leader
Staar Surgical (STAA) appoints a new CEO who led a company sale as CEO; Major shareholder expresses support for the new CEO; Example of AI research
Dave & Buster's Entertainment (PLAY): 9 times of FCF (Ex maintenance capex)
BeyondSPX: Extraordinary work from a Skyline High School student
Court rules Knighted Pastures’ nomination defective over disclosure failures at Allied Gaming – Key takeaway: a missed disclosure can sink a proxy fight
Hyperscale Data (GPUS): The 90-line cash flow marathon
Chemed Corporation (CHE): Its hospice segment enjoys market share and pose regulatory hurdles for newcomers in a few states. (Moat monitor - worth tracking)
OneSpaWorld Holdings (OSW): Dominant market share; operational complexities and asset-light business (Moat monitor - worth tracking)
Funko (FNKO) appoints Netflix executive as CEO; Board hired an investment banker to provide strategic advice
Helen of Troy (HELE) appoints a new CEO who sat on Nike’s executive leadership team
Universal Electronics (UEIC): Trading below the purchase price of two major shareholders who are activists; Eric Singer appointed as Chairman of the Board
Indivior (INDV): Newly appointed CEO is a former CEO of Collegium Pharmaceutical; New CEO outlines major overhaul
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