Filtered library · Conviction

NONE conviction · 12 dossiers

Every dossier the model currently rates NONE conviction — 12 names, with thesis, invalidation trigger, archetype and catalyst.

All dossiers

BSIN

fresh

Big Sky Industrial Inc.

NONE

medtech-diagnostics

analysed · 2026-07-20T07:28:59+00:00 →

DINO

fresh

HF Sinclair Corporation

NONE

oil-energy-geopolitical

analysed · 2026-07-20T07:29:00+00:00 →

FIG

fresh

Figma, Inc.

NONE

ai-enterprise-software

analysed · 2026-07-20T07:29:00+00:00 →

KARO

fresh

Karooooo Ltd.

NONE

ai-enterprise-software

analysed · 2026-07-20T07:29:00+00:00 →

KELYA

fresh

Kelly Services, Inc.

NONE

cyclical-industrials

analysed · 2026-07-20T07:29:00+00:00 →

KLC

fresh

KinderCare Learning Companies, Inc.

NONE

managed-care-health-services

analysed · 2026-07-20T07:29:00+00:00 →

MAN

fresh

ManpowerGroup

NONE

cyclical-industrials

analysed · 2026-07-20T07:29:00+00:00 →

NAVN

fresh

Navan, Inc.

NONE

ai-enterprise-software

analysed · 2026-07-20T07:29:00+00:00 →

NSP

fresh

Insperity, Inc

NONE

cyclical-industrials

analysed · 2026-07-20T07:29:00+00:00 →

OPI

fresh

Office Properties Income Trust Common shares of beneficial interest

NONE

m-and-a-special-situations

analysed · 2026-07-20T07:29:00+00:00 →

UGP

fresh

Ultrapar Participacoes S.A.

NONE

oil-energy-geopolitical

analysed · 2026-07-20T07:29:00+00:00 →

XNCR

fresh

Xencor, Inc.

NONE

oncology-immunology

analysed · 2026-07-20T07:28:59+00:00 →