Group 1: Olo - Olo is a software-as-a-service (SaaS) provider that assists restaurants with digital ordering, delivery, and customer engagement, transitioning from unprofitable growth to a turnaround story with positive earnings [4][5] - Currently holds a Zacks Rank 2 (Buy), with revenue expected to grow by 19.1% this year and 17.6% next year, while earnings are forecasted to rise by 41% this year and 18.3% next year [5] - The stock is showing technical momentum, with a potential breakout above the $8.95 resistance level, indicating strong investor interest [6] Group 2: Palomar Holdings - Palomar Holdings is a specialty insurer focused on property and casualty risks, particularly in underserved markets like earthquake and hurricane insurance [8] - Currently holds a Zacks Rank 1 (Strong Buy), with EPS expected to grow by 39.9% this year and 17% in 2025, and revenue forecasted to rise by 42.3% this year and 26.4% next year [10] - Despite a 180% gain over the last 18 months, the stock is experiencing a healthy pullback, presenting a potential buying opportunity for investors [11] Group 3: Exelixis - Exelixis is a biotechnology company focused on developing cancer treatments, with a strong oncology pipeline and a commitment to profitability [14] - Currently holds a Zacks Rank 2 (Buy), with FY25 EPS estimates raised by 13% and FY26 estimates up by 7.1%, indicating growing confidence in the company's growth outlook [15] - The stock is showing signs of technical momentum, with a potential breakout above the $43.70 level, supported by a favorable fundamental backdrop [16] Group 4: Investment Considerations - Exelixis, Olo, and Palomar Holdings present a compelling mix of strong fundamentals, favorable earnings revisions, and attractive valuations, making them worthy of investor attention [18]

Company Overview - Great Lakes Dredge & Dock (NASDAQ: GLDD) is the largest dredging company in the U.S. and operates in a niche but critical infrastructure segment [1] Market Position - Despite its leadership position, Great Lakes Dredge & Dock is often overlooked by the market, indicating a potential undervaluation [1] Investment Focus - Stork Research, a private investor, specializes in overlooked and undercovered markets, focusing on micro-cap and small-cap equities that exhibit strong growth at reasonable valuations [1] - The research emphasizes deep, fundamentals-based analysis in sectors such as industrials and technology, which are historically rich in multi-bagger potential [1] Geographic Scope - The investment focus of Stork Research spans the U.S., Canada, and select European markets, including Poland and Germany [1] Investment Strategy - Stork Research typically avoids highly cyclical industries but occasionally targets recovery-phase opportunities or contrarian plays in severely overvalued names where sentiment diverges from long-term value [1]

Group 1 - Stork Research focuses on micro-cap and small-cap equities that exhibit strong growth at reasonable valuations, emphasizing a GARP (Growth at a Reasonable Price) strategy [2] - The analysis covers sectors such as industrials and technology, which are historically rich in multi-bagger potential [2] - The geographic scope of Stork Research includes the U.S., Canada, and select European markets, specifically Poland and Germany [2] Group 2 - Stork Research aims to uncover inefficiencies in the market and identify unique, high-conviction investment ideas that are often overlooked [2] - The firm typically avoids highly cyclical industries but may target recovery-phase opportunities or contrarian plays in overvalued names [2]