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Brendan Hopkins

Research Analyst at Ram Investment Partners, LLC

Brendan Hopkins is an Equity Research Analyst at RAM Partners, specializing in global equities with a focus on technology, consumer, and healthcare companies. He actively covers high-profile names such as Apple, Microsoft, Amazon, and Johnson & Johnson, and is recognized for a strong recommendation accuracy, achieving a success rate near 68% and generating double-digit average annual returns according to third-party tracking platforms. Brendan began his finance career in 2015 at Barclays as an analyst, joined RAM Partners in 2020, and has developed a reputation for in-depth fundamental analysis and actionable investment ideas. He holds FINRA Series 7 and 63 licenses, and his insights have earned recognition in the institutional investment community for outperformance in sector benchmarks.

Brendan Hopkins's questions to ALHM leadership

Question · Q2 2025

Brendan Hopkins from Ram asked management to clarify what distinguishes Semicap's platform from a typical digital freight broker.

Answer

CEO Gary Atkinson emphasized that Semicap is not just a digital freight broker. He explained that Semicap's core technology is purpose-built to solve the industry-wide problem of 'empty miles.' By optimizing routes, the platform increases truck utilization from the industry average of 66% to over 85%, which directly saves customers significant money on fuel, labor, and asset depreciation.

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Fintool

Fintool can predict ALHM logo ALHM's earnings beat/miss a week before the call

Question · Q2 2025

Brendan Hopkins of Ram asked management to clarify Semicap's key differentiators compared to a typical digital freight broker.

Answer

CEO Gary Atkinson emphasized that Semicap is not merely a digital load-matching board. He explained it is a purpose-built technology platform designed to solve the core industry problem of empty miles. By optimizing routing, Semicap increases truck utilization from the ~66% industry average to over 85%, directly saving customers money on fuel, labor, and asset depreciation.

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Fintool

Fintool can write a report on ALHM logo ALHM's next earnings in your company's style and formatting