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TTEN·K/calls

SEC-grounded equity research — opinionated calls reasoned over real filings.

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A daily, SEC-grounded read on the market — movers, earnings, and our boldest calls. Free.

MethodologyDisclosuresTermsPrivacy

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

Dashboard
☕The Brief · Monday, July 13, 2026archived edition

Stock market brief — Mon, Jul 13

Our highest-conviction call before the open: CPRT BUY

Every name below carries our standing verdict — 363 Buys · 735 Holds · 84 Sells/Avoids across 1,182 covered names. The public record →

frozen at the Mon, Jul 13 morning compose — figures as of the prior close

You’re reading the Mon, Jul 13 edition — every Brief stays up, unedited.Today’s live Brief →
Call of the dayB
CPRTCOPART INC
Buy+58.84% to fair value

Fortress-balance-sheet compounder growing double digits at 33% margins, and 18x earnings is a fair-to-cheap entry.

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A daily, SEC-grounded read on the market — movers, earnings, and our boldest calls. Free.

Market breadth
686↑ 496↓
1182 tracked names
Leading sector
Consumer Staples
+1.01%
Biggest gain
EQPT
+16.56%
Biggest drop
IONS
-9.38%

Sector heat · avg move, leaders → laggards

Consumer Staples+1.01%
Consumer Discretionary+0.92%
Materials+0.70%
Utilities+0.56%
Financials+0.38%
Industrials+0.32%
Energy+0.15%
Real Estate-0.12%
Communication Services-0.37%
Information Technology-1.18%
Health Care-1.37%
Other-2.00%

What movedbiggest swings, last close

markets →
EQPT
no fresh filing
$18.65
+16.56%
TAP-A
no fresh filing
$40.31
-14.81%
MRNA
Officer / director changefiled 07-08
$68.27
-10.83%
OPEN
no fresh filing
$4.77
-10.09%
IONS
no fresh filing
$58.25
-9.38%
REZI
no fresh filing
$33.94
+9.34%

On the Hillfreshly disclosed · names we grade

see all →

Congress disclosed 11 buys and 15 sales in names we cover — 6 echo our call, 5 cut against it.

The trades are weeks old — members report up to ~45 days late.

▼CCIHoldRobert J. Wittman sold$1.00K–$15.0K10d to filePTR ↗
▼DASHBuyagainst our callTim Moore sold$1.00K–$15.0K30d to filePTR ↗
▼UNHSellwith usRichard Dean McCormick sold$1.00K–$15.0K27d to file+1 morePTR ↗
▲LHXHoldRichard Dean McCormick bought$1.00K–$15.0K27d to filePTR ↗

Earnings on deckreporting this week

OMC
OMNICOM GROUP INC.
Mon, Jul 13 · after close · est. EPS $2.60
Hold
FAST
FASTENAL CO
Mon, Jul 13 · est. EPS $0.33
Hold
BLK
BlackRock, Inc.
Mon, Jul 13 · est. EPS $12.65
Hold
JBHT
HUNT J B TRANSPORT SERVICES INC
Mon, Jul 13 · after close · est. EPS $1.74
Hold
HWC
HANCOCK WHITNEY CORP
Mon, Jul 13 · est. EPS $1.57
Buy
FULT
FULTON FINANCIAL CORP
Mon, Jul 13 · est. EPS $0.44
Buy

Quality leaders & laggardsTENK Score

screener →

Leaders

AWTM20.4% ROEANLY12.6% ROEAJHG16.0% ROEASON27.8% ROE

Laggards

FMANE— marginFCRSP-16569.8% marginFRGTI-3050.4% marginFRKT— margin

What the filings flagged8-K · vs. our verdict

all →
EVRGHold07-01
Agreement terminated+2 more8-K ↗
NDAQHold07-01
Agreement terminated+2 more8-K ↗
AXONHold07-10
Officer / director change8-K ↗
ORLYHold07-10
Officer / director change8-K ↗
ALGNSell07-09
Officer / director change8-K ↗

Boldest callshighest conviction

KNSLBuy

Best-in-class E&S specialty insurer compounding ~22% with a 26% ROE — a rare quality grower at just 14x earnings.

AMZNBuynew

Best-in-class compounder firing on all cylinders — 12% revenue, 30%+ EPS growth at a fair 34x; the only catch is a $132B capex bill.

RMDBuynew

Best-in-class sleep/respiratory compounder, net-cash balance sheet, 37% EPS growth at only 21.6x — today's 6% drop is a gift.

CSGPAvoid

CSGP trades at 1432x earnings on collapsing margins, swelling acquisition risk, and a Richmond campus burning cash — wait for proof of digestion.

OPENAvoid

Revenue shrinking, losses widening to $1.30B, dilution rampant, and accumulated deficit at -$5.03B — speculative iBuyer in a hostile rate regime.

ERASAvoid

Pre-revenue clinical-stage oncology biotech burning ~$95M/yr with only $73.8M cash — binary, dilution-bound, and not investable on fundamentals.

Rating mix1182 calls

Buy363
Hold735
Sell50
Avoid34

The record behind every badge: 4,627 tracked calls, 58% of the 1,608 decided ones moved our way. Every entry timestamped; nothing removed.

See the full track record →

Past performance is not indicative of future results.

The Brief publishes every weekday morning — get them pushed:Telegram ↗X ↗Bluesky ↗Newsletterall channels →
Today’s live Brief →

The four calls: BUY — expected to outperform · HOLD — roughly in line · SELL — expected to underperform · AVOID — elevated risk. Definitions & methodology · full recommendation history.

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.