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Ongoing Coverage

Onging Coverage: [STOCK: Kneat.com]: Stacking Wins
Kneat continues to add customers, though ARR growth has slowed. Q3 earnings recap, and AI risks for software.
 • Luke Wolgram
Ongoing Coverage [STOCK: XPEL]: Q3 Earnings Update
Hello Capital Light readers!
 • Luke Wolgram
Ongoing Coverage [MARKET]: Expensive Markets
The current environment is making it difficult to find interesting companies and good valuations.
 • Luke Wolgram
Ongoing Coverage [STOCK: XPEL Inc]: Q2 Sales & Earnings Beat and New Products Launch
Hello Capital Light readers!
 • Luke Wolgram
Ongoing Coverage [STOCK: XPEL Inc]: Q2 Earnings Preview
A quick preview of Xpel's Q2 2025 analyst expectations and my own expectations.
 • Luke Wolgram
Ongoing Coverage [STOCK: Kneat.com]: Revisiting Valuation, Growth and Cash Flow
Assessing where Kneat stands today on growth, profitability, and investor sentiment.
 • Luke Wolgram
Ongoing Coverage [STOCK: Auto Partner]: June 2025 Update
In my previous Auto Partner update, I discussed how the company was facing a multitude of headwinds resulting in the stock’s lagging performance, but…
 • Luke Wolgram
Ongoing Coverage [MARKET]: Update On All Names
A brief update on the four names covered so far.
 • Luke Wolgram
Ongoing Coverage [STOCK: Auto Partner]: Revisiting The Investment Case In 2025
Auto Partner Once Again Has A Cheap Valuation, But Currency Headwinds And Margin Pressures Continue To Weigh On The Stock.
 • Luke Wolgram
Ongoing Coverage [STOCK: Kneat.com]: A Capital Light Smallcap SaaS Business You Can't Ignore - Part 2
Kneat is a software business dominating the Life Sciences validation software niche with a signficant opportunity to become the premier enterprise…
 • Luke Wolgram
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