Author archives: Thomas Hughes

The Workhorse Group (NASDAQ: WKHS) has had a wild year. The company rocketed to the top of the EV market last year when it went public, it soared to new highs when it became a contender for the USPS lucrative deal,

Kandi Technologies (NASDAQ: KNDI) is quickly emerging as a diversified EV leader with a growing moat. While others are focusing on personal vehicles, delivery, or long-haul this company is differentiating itself in three ways.

We’ve liked Shake Shack (NYSE: SHAK) for the last year because of two things. The first is the company’s growth strategy, it is growing by leaps and bounds building not only its revenue base but improving its profitability.

Between the strength in the housing market and strength in the remodel/upgrade market it really isn’t surprising to see Builders FirstSource (NASDAQ: BLDR) doing so well.

SiteOne Landscape Supply (NYSE: SITE) is a great company supported by secular trends and growing its business. Not only is the company exhibiting solid organic demand driven by home-improvement and homebuilding trends

We’ve been interested in the ScottsMiracle-Gro (NYSE: SMG) story for 18 months or so and couldn’t be more encouraged by the FQ2 results. The company was able to build on the momentum gained during the pandemic

Zillow Group (NASDAQ: Z) just reported a very good quarter and one that is supported by so many positive factors we’re not sure where to begin. The company is thriving on the strength in demand from the housing market,

As strong as the trends in the RV industry are, even we’re surprised by Camping World’s (NYSE: CWH) Q1 results. The industry was recently forecast to grow at a 24% rate over last year and set a new high that, quite frankly, is still underestimating the…

The market is not rewarding good results and Under Armor (NYSE: UA) is not immune. The company is deep in the throes of a restructuring effort that has the company on track for growth, outpacing the consensus, and raising guidance

We began to notice a problem with Freshpet (NASDAQ: FRPT) over the last year that has turned out to be quite an interesting story. After comparing notes, we discovered the Freshpet shelves were nearly empty in many areas the company operates in.