SARO EEV Equity Research & Valuation Report
EEV Core Verdict Dashboard: StandardAero, Inc.
OVERALL PORTFOLIO ACTION: YELLOW / HOLD / WATCHLIST — StandardAero is showing real operating momentum, improving margins,
BE EEV Equity Research & Valuation Report
EEV Analysis: Bloom Energy Corporation
OVERALL PORTFOLIO ACTION: RED / AVOID NEW CAPITAL — Bloom Energy is showing a real operating breakout,
WSO EEV Equity Research & Valuation Report
EEV Analysis: Watsco, Inc.
OVERALL PORTFOLIO ACTION: YELLOW / HOLD / WATCHLIST — Watsco is a good, understandable HVAC distribution business with a
GAP EEV Equity Research & Valuation Report
EEV Analysis: The Gap, Inc.
OVERALL PORTFOLIO ACTION: YELLOW / HOLD / WATCHLIST — Gap is showing a real operating turnaround at a
HCC EEV Equity Research & Valuation Report
EEV Core Verdict Dashboard: Warrior Met Coal, Inc.
OVERALL PORTFOLIO ACTION: RED / AVOID NEW CAPITAL — Warrior Met Coal has a
ACN EEV Equity Research & Valuation Report
EEV Analysis: Accenture plc
OVERALL PORTFOLIO ACTION: GREEN / BUY / ACCUMULATE — Accenture is a high-quality, cash-rich compounder trading at
TOST EEV Equity Research & Valuation Report
EEV Analysis: Toast, Inc.
OVERALL PORTFOLIO ACTION: YELLOW / HOLD / WATCHLIST — Toast is becoming a much better business, with strong revenue
CRM EEV Equity Research & Valuation Report
EEV Analysis: Salesforce, Inc.
OVERALL PORTFOLIO ACTION: YELLOW / HOLD / WATCHLIST — Salesforce is no longer priced like a hype stock, and
MSA EEV Equity Research & Valuation Report
EEV Core Verdict Dashboard: MSA Safety Incorporated
OVERALL PORTFOLIO ACTION: RED / AVOID NEW CAPITAL — MSA Safety is a strong, cash-
INTC EEV Equity Research & Valuation Report
EEV Analysis: Intel Corp.
OVERALL PORTFOLIO ACTION: RED / AVOID NEW CAPITAL — Intel is showing signs of operational repair, but the