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A.O. Smith (NYSE:AOS)
Heat or Treat
Apr 29 • 
Iceman Capital
14

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A.O. Smith (NYSE:AOS)
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January 2025

Fever-Tree Drinks PLC (AIM:FEVR)
T&G not G&T
Jan 29 • 
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17

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Fever-Tree Drinks PLC (AIM:FEVR)
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6

November 2024

Shift4 Q3 2024 Earnings Review
Shift4 Q3 2024 Earnings Results
Nov 16, 2024 • 
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Shift4 Q3 2024 Earnings Review
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October 2024

Shift4 Payments (NYSE:FOUR)
One Throat to Choke
Oct 9, 2024 • 
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9

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Shift4 Payments (NYSE:FOUR)
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3

July 2023

Fleetcor Technologies (NYSE:FLT)
Fleetcor Technologies is a global B2B payments business.
Jul 25, 2023 • 
Iceman Capital
12

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Fleetcor Technologies (NYSE:FLT)
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March 2023

Floor & Decor (NYSE:FND)
Floor & Décor Holdings is a leading hard surface flooring retailer in the US.
Mar 14, 2023 • 
Iceman Capital
3

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Floor & Decor (NYSE:FND)
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January 2023

United Rentals (NYSE:URI)
URI is the largest equipment rental company in the world.
Jan 1, 2023 • 
Iceman Capital
3

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United Rentals (NYSE:URI)
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