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@RJResearch "Ellen Ehrnrooth & Ed Mills published "Washington PolicyRJ Macro Monday; China Tensions Spike Israel-Hamas Ceasefire Holds" with additional focus on the Senate NDAA proceeding Russia-Ukraine hostilities continuing & observations on Taiwan National day"
X Link @RJResearch 2025-10-13T14:31Z 1690 followers, XXX engagements

"Greg Peters published $ORI "Notes from the Road" with commentary on Specialty/Title and the X new subsidiaries launched in the past five years along with $BRO "Notes from the Road" with discussion of retail organic growth cap deployment & AI investment"
X Link @RJResearch 2025-09-29T18:19Z 1691 followers, XXX engagements

"Jon Hughes published $VTR "Takeaways From HQ Visit: SHOPing for Deals But Staying Disciplined." after hosting investors at Chicago HQ discussing seniors housing capital deployment capabilities and opportunities"
X Link @RJResearch 2025-08-22T14:31Z 1691 followers, XXX engagements

"Andrew Cooper published $AVTR "Frustrating Print Doesn't Undo Value Oppt." following a "frustrating 2Q print/guide down" with the business trading like a pureplay distributor with his focus on overall assets"
X Link @RJResearch 2025-08-04T19:16Z 1690 followers, XXX engagements

"Benefits Management analyst John Ransom published "Managed Care Risk/Reward Snapshot - $CI as the Most Undervalued" with stocks rebounding from July lows driven by broadening of the market/UNH +47% from the bottom (Buffett)/better tone from mgmt in recent meetings"
X Link @RJResearch 2025-09-24T12:45Z 1689 followers, XXX engagements

"Digital Media analyst Andrew Marok published on $RBLX "Bookings Per Hour Framework Points to Strong 3Q" after the company saw explosive growth from Grow A Garden in 2Q accelerate per our checks as more experiences gain significant audience traction"
X Link @RJResearch 2025-10-14T16:31Z 1691 followers, XXX engagements

"Leisure analyst Joe Altobello published "Elkhart Open House: RV Industry Likely in Holding Pattern Awaiting Signs of a Sustained Inflection" with sentiment among RV dealers OEMs and suppliers certainly better than it has been in some time. $CWH $THO $WGO $PATK $LCII"
X Link @RJResearch 2025-09-26T13:31Z 1687 followers, XXX engagements

"Transport analysts Tyler Brown and David Hicks published on $HUBG seeing the company as uniquely positioned to benefit from the $UNP $NSC merger and also published their TL LTL Intermodal and Rail 3Q25 Preview"
X Link @RJResearch 2025-10-14T16:30Z 1691 followers, XXX engagements

"Josh Beck published on $AMZN "AWS Accel: Bull/Bear Debate Analysis Suggests Still a Show Me' Story" having run an in-depth AWS analysis framing out growth scenarios"
X Link @RJResearch 2025-10-15T19:47Z 1691 followers, XXX engagements

"Gary Nachman published $IONS "Innovation Day Highlights Good Progress Commercially and Across Neuro/CV Pipeline; Raising PT" following the Innovation Day that featured an in-depth review of the key value drivers across the portfolio"
X Link @RJResearch 2025-10-09T19:47Z 1691 followers, XXX engagements

"Greg Peters previewed his names with higher 3Q estimates for XX commercial & personal line carriers due to low storm activity in July/August & deferred those cat loss assumptions into the 4Q; also focused on $ORI /improving outlook & $EVER $EG /more cautious"
X Link @RJResearch 2025-09-22T13:47Z 1691 followers, XXX engagements

"Gary Nachman published $ADMA "Mgmt. Meetings Convey All Fundamental Trends Pointing in Right Direction Bullish on Outlook" with focus on the continued ramp and longer-term outlook for key product Asceniv"
X Link @RJResearch 2025-08-18T19:30Z 1690 followers, XXX engagements

"Leisure Products analyst Joe Altobello is out with his dealer surveys on $PII and $HOG gauging demand and indicating N.A. retail sales up XX% y/y at Polaris and U.S. retail down X% y/y at Harley"
X Link @RJResearch 2025-10-14T20:16Z 1691 followers, 2184 engagements

"Brian Gesuale published $AMTM "Protest Dropped on $4B IDIQ Adding Visibility to FY26 and Beyond" following AMTM's announcement of its win of the Space Force Range Contract that was previously under protest"
X Link @RJResearch 2025-08-19T16:30Z 1691 followers, XXX engagements

"Tyler Brown published "RJ Express: $ROAD F3Q25 Quick Takes" with focus on ROAD's record project backlog along with $CWST "RJ Express: CEO John Casella to Step Down Effective January X 2026 Ned Coletta Succeeding as CEO" a transition he views as seamless"
X Link @RJResearch 2025-08-08T16:45Z 1690 followers, XXX engagements

"Machinery analyst Tim Thein published on $ALSN "Speeding Through Speedway; Takeaways From HQ Visit" and $CMI "Factory (Re) Visit Highlights Power Gen / Industrial Growth Potential" with takeaways after respective company visits"
X Link @RJResearch 2025-08-20T14:31Z 1690 followers, XXX engagements

"Banks analyst David Feaster published on $AX "Acquires Verdant Strengthening Equipment Leasing Capabilities" following this morning's announced acquisition of Verdant Commercial Capital (VCC) the 6th largest independent equipment finance company in the U.S"
X Link @RJResearch 2025-09-23T15:01Z 1691 followers, XXX engagements

"Consumer analyst Bobby Griffin published on $AZO "Reaffirm Strong Buy; Lowering Estimates on Higher LIFO Charges" noting that this is a non-cash accounting headwind and not reflective of core margin health. Core GM% improved and is on upward trajectory"
X Link @RJResearch 2025-09-24T13:01Z 1686 followers, XX engagements

"Wilma Burdis published on $LPLA with the stock trading at 14.1x '26 EPS or roughly in line with its 3-yr average of 14.4x with the Commonwealth acquisition a boost to earnings prospects with more focus on G&A under the new CEO"
X Link @RJResearch 2025-10-09T19:47Z 1691 followers, XXX engagements

"Tavis McCourt published "Institutional Equity Strategy WeeklyTrade Fears Resurface on Escalating Threats From China/US and a Look at Potentially Biggest Consensus Trade Globally The Weakening Dollar" post-announcement of potential new China tariffs"
X Link @RJResearch 2025-10-13T18:03Z 1691 followers, XXX engagements

"Simon Leopold published "Data InfrastructureAsia Tech Tour Highlights (September 2025)" having met XX supply chain cos and industry contacts in Taiwan/Korea and "Data InfrastructureOptical Smorgasbord ECOC 2025" $AAOI $CIEN $COHR $CSCO $LITE $NOK"
X Link @RJResearch 2025-10-03T15:16Z 1691 followers, XXX engagements

"Patrick O'Shaughnessy published $TW "Recent Lack of Market Share Momentum: Noise or Cause for Concern" analyzing stalling market share momentum in recent quarters and the relative importance of each market TAMs and other key considerations"
X Link @RJResearch 2025-08-21T21:01Z 1690 followers, XXX engagements

"Bobby Zolper published "WaterNotes From WEFTEC: $BMI $XYL $HWKN $VLTO $ECL " to highlight discussions with the different managements/teams with commentary on tone of business competitive dynamics etc"
X Link @RJResearch 2025-10-02T16:06Z 1691 followers, XXX engagements

"John Davis published $WEX "Highlights From the Road" having hosted the CFO and Head of IR for investor meetings examining management's '25 outlook and the acceleration in Corporate Payments"
X Link @RJResearch 2025-08-21T21:01Z 1691 followers, XXX engagements