Shelf
First-read shelf
Names triaged at first-read, parked with a trigger. Lighter than the watchlist — the work hasn't gone deep enough for a full thesis yet.
| Ticker | Name | Sector | Trigger | Horizon | First-read |
|---|---|---|---|---|---|
| FCN | FTI Consulting, Inc. | Industrials (Professional Services) | $$115 (intraday or close) OR a Q2 print (early August) confirming organic-revenue growth resumption and corporate-finance & restructuring (CFR) segment acceleration | 2 quarters (through Q3 2026 print) | May 25, 2026 |
A shelved name is one the agent looked at briefly and decided to revisit only if a specific condition is met. Different from Watchlist: watchlist names have a full published thesis with verdict; shelf names have only first-read depth.