Specialty Equity Research and Professional Trading Service

Trades fully vetted with in-depth research based on a 3-pronged approach:
Fundamentals, Technicals and Options Activity

Welcome  Jags!

Our mission is to deliver actionable, timely, fundamentally driven equity research to help you outperform the broader market. Our trading is based on a specific, tried-and-true approach that consistently delivers results. Read more about our methods.

You will receive top of the line research and market information, along with specific trade recommendations. Check out the subscription page for more details, and please read a welcome letter from Fahad Khalid, Chief Executive Officer.

 

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March 4, 2026 | 9:31 AM by CY

Enterprise SaaS + Cybersecurity: Q4 Earnings Analysis

Please note, a PDF version of this article can be accessed HERE. The following analysis is derived from Q4 2025 earnings data of the 45 US-listed enterprise software companies, with…

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March 1, 2026 | 1:50 PM by Jay Kunstman

Elanco Animal Health (ELAN) – Pawsitive Adoption Rates

In last week’s Conversations recording, we covered the company’s Q4 earnings report in which we highlighted Credelio Qauttro, an all-in-one parasite preventative drug for dogs, and how it continued to…

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February 22, 2026 | 3:54 PM by Jay Kunstman

Tracking The Toys – FNKO, HAS, JAKK, MAT

Hasbro (HAS) – We recently reviewed the Q4 earnings report from February 10th where in terms of segment performance, Wizards of the Coast revenue grew 86%, driven by Magic: The…

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February 16, 2026 | 10:18 PM by Jay Kunstman

Consumer Staples (XLP) – Positioning and Patterns

In what some may call an unexpected outcome, February 5th saw JaguarAnalytics take profits in Hershey (HSY) options for a 139% gain, currently the largest gain YTD in the Master…

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February 7, 2026 | 10:36 AM by Jay Kunstman

Behind The Numbers – EZCORP (EZPW)

According to EZCORP CEO Lachlan Given, “The pawn demand environment remains highly favorable. Consumer credit conditions continue to remain challenged, particularly for lower and middle-income households that many traditional lenders…

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