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Journal
Monthly Portfolio Updates and Individual Company Analysis


Initiating Coverage on Blue Bird Corporation (BLBD US: Model)
Date of Initiation: 1/30/2025 Price Target: $50.76 Conviction: 7/10 Holding Period: 2 Year Hold Model: BLBD US Blue Bird Corporation.xlsx...
Christian Evans
Feb 6, 20254 min read


Initiating Coverage on Denny's Corporation (DENN US: Model)
Date of Initiation: 1/13/2025 Price Target: $8.08 Conviction: 6/10 Holding Period: 2 Years Model: DENN US Denny's Corporation.xlsx...
Christian Evans
Feb 4, 20254 min read


Initiating Coverage on Otter Tail Corporation (OTTR US: Model)
Date of Initiation: November 19, 2024 Price Target: $88.81 Conviction: 4/10 Holding Period: 3 Year Hold Model: Otter Tail...
Christian Evans
Jan 25, 20254 min read


Initiating Coverage on Niterra Co. (5334 JP: No Model)
Date of Initiation: September 30, 2024 Price Target: ¥6280.80 Conviction: 9/10 Holding Period: 2 Years Model: EV Adoption Model.xlsx...
Christian Evans
Dec 16, 20244 min read
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