Background Research & Investment Memos

Silver Fund Research Archive • Spring 2026

• ANET — Arista Networks
• DORM — Dorman Products
• ENSG — Ensign Group
• FICO — Fair Isaac Corporation
• MSFT — Microsoft
• MTN — Vail Resorts
• PACS — PACS Group
• PGY — Pagaya Technologies
• UNH — UnitedHealth Group