Archive - Rational Research

Facts from the Week: January 16, 2022

Highlights from $JPM $V $CURV $CTRN $FIVE $BIG $TAST $RICK $SHAK $STKS $MAERSK $KBH $SHW $RDFN $FMCC $DAL $FERG Housing, Shipping, Consumer

Jan 16, 2022 •

Rational Research

ODP Corp - $ODP: remaining distribution biz is a good biz trading for ~1x EBITDA

Sum-of-parts compelling with upside option in Varis

Nov 16, 2021 •

Rational Research

Week in Review: October 9, 2022

Recent highlights from $MA $COST $BKE $LGIH $IBKR $CBRL $SYY $AZO $CSGP $RDFN and more

Oct 9, 2022 •

Rational Research

Facts from the Week: May 22, 2022

Highlights from Recruit, $GEE $WEBR $SCVL $TGT $WMT $TJX $ROST $HD $LOW $RDFN $ZG Labor Consumer Housing

May 22, 2022 •

Rational Research

Facts from the Week: July 10, 2022

Highlights from $MA $COST $BKE $NKE $GIS $BBBY $DRI $JWN $KSS $HELE $INVH $RH $MNK $MU $META $JEF $MKTX $CBOE

Jul 10, 2022 •

Rational Research

Week in Review: July 24, 2022

Highlights from Housing, Consumer, Tech, etc,

Jul 24, 2022 •

Rational Research

Facts from the Week: April 29, 2022

Highlights from $RHI $TBI $CMG $MA $V $JPM $GPS $FCFS $RICK $DAL $TSCO $CL $SKX $GOOGL $CCS $JOE $RDFN $FMCC $SHW

Apr 29, 2022 •

Rational Research

Facts from the Week: June 11, 2022

Highlights from $COST $WSM $BBY $ASO $TGT $V $ADBE $OLLI $DKS $CAL $TSCO $BXC $RDFN $TOL $WSM $NTZ $RH $SMG $INTC

Jun 11, 2022 •

Rational Research

Facts from the Week: February 6, 2022

Highlights from $MA $V $COST $AXP $VAC $BOOT $SBUX $TUEM $MTH $MTH $CCS $FLXS $WHR $ETD $BSET $RHI $TBI Indeed $HOOD $IBKR Consumer Housing Financial

Feb 6, 2022 •

Rational Research

Facts from the Week: March 6, 2022

Highlights from $COST $BKE $TJX $RCII $RUTH $BIG $PBPB $EXPD $HD $LOW $RDFN $FMCC $TOL $TPX $FND

Mar 6, 2022 •

Rational Research

Facts from the Week

Highlights from $MA $V $WMT $FCFS $MAERSK $WEBR $WMT $SHAK $HIBB $ELY $TBI $DHX $MGM $DIS $ABNB $MAR $RDFN $LEG $LZB Supply Chain, Housing, Travel…

Feb 20, 2022 •

Rational Research

Facts from the Week: May 7, 2022

Highlights from $MA $COST $SHOP $EBAY $STKS $BGFV $DHX $AMN $FRG $LGIH $LEG $SMG $ZG $BXC $RDFN $CZR $ABNB $W $RILY

May 7, 2022 •

Rational Research

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