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    Jake Patterson

    Research Analyst at TALANTA Investment Group LLC

    Jake Patterson is a Research Analyst at TALANTA Investment Group LLC, focusing on equity research with coverage including companies such as Acme United Corporation. Since joining TALANTA in 2021 after earning his degree from the University of Alabama, Patterson has specialized in fundamental analysis and participates in earnings calls with covered companies. While still early in his career, he demonstrates strong analytical capabilities and an active engagement with portfolio firms, though published rankings or performance metrics such as TipRanks ratings or investment returns are not publicly available. Patterson holds a bachelor's degree in finance; verifiable securities licenses or FINRA registrations have not been publicly disclosed.

    Jake Patterson's questions to ULTRALIFE (ULBI) leadership

    Jake Patterson's questions to ULTRALIFE (ULBI) leadership • Q2 2025

    Question

    Jake Patterson of TALANTA Investment Group LLC asked for an update on the Battery and Energy commercial segment, specifically order trends in the oil & gas and medical markets, and requested a breakdown of the factors causing the gross margin decline.

    Answer

    CFO & Treasurer Philip Fain explained that oil & gas customer orders are tied to the WTI index, while the medical sales comparison was difficult as Q2 2024 was a historically strong quarter. President, CEO & Director Michael Manna added that customers are being cautious with cash. Fain then broke down the margin decline, attributing approximately 100 basis points to tariffs, nearly 200 basis points to unfavorable product mix, and the remainder to material write-offs and labor inefficiencies. He also highlighted that a rebound in the higher-margin Communications Systems segment would benefit the consolidated margin.

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    Jake Patterson's questions to ULTRALIFE (ULBI) leadership • Q2 2025

    Question

    Inquired about the demand outlook for the oil & gas and medical end markets, the specific drivers for the gross margin decline, and the potential for margin recovery.

    Answer

    Oil & gas demand is tied to the WTI index and customer profitability calculations. Medical sales faced a tough comparison and customers are being cautious with cash, but a rebound is expected in the second half. The margin decline was primarily driven by unfavorable product mix (~200 bps) and tariffs (~100 bps). A return to normalized demand and higher-margin comm systems sales should help margins recover.

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    Jake Patterson's questions to Hamilton Beach Brands Holding (HBB) leadership

    Jake Patterson's questions to Hamilton Beach Brands Holding (HBB) leadership • Q2 2025

    Question

    Jake Patterson of TALANTA Investment Group LLC asked for a breakdown of the $10 million annualized cost savings program by business segment. He also sought more color on the timing and impact of recent price increases and how Hamilton Beach's pricing has compared to competitors over the last couple of years. Lastly, he requested the value of the one-time restructuring charge.

    Answer

    SVP, CFO & Treasurer Sally Cunningham stated that a large portion of the savings is headcount-related and primarily impacts the retail segment, and she specified the restructuring charge was about $800,000. President & CEO R. Scott Tidey added that price increases were implemented to cover potential tariffs, a move understood by retailers as competitors face similar pressures, resulting in a pricing position that is 'even across the board.'

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    Jake Patterson's questions to Hamilton Beach Brands Holding (HBB) leadership • Q2 2025

    Question

    Jake Patterson of TALANTA Investment Group LLC asked for details on the $10 million cost savings program, including its segmental impact. He also inquired about the recent price increases, the company's competitive pricing position, and the specific amount of the Q2 restructuring charge.

    Answer

    SVP, CFO & Treasurer Sally Cunningham stated that the majority of the $10 million in annualized savings is headcount-related and comes from the retail segment, and she quantified the Q2 restructuring charge at approximately $800,000. President & CEO R. Scott Tidey added that price increases have been implemented to cover potential tariffs and have been accepted by retailers, noting that competitors face similar pressures, keeping their pricing strategy competitive and in line with the market.

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    Jake Patterson's questions to Hamilton Beach Brands Holding (HBB) leadership • Q2 2025

    Question

    Inquired about the breakdown of the $10 million cost savings program by segment, the impact of recent price increases, the company's competitive pricing position, and the specific amount of the restructuring charge.

    Answer

    The company stated the $10M cost savings are mostly from headcount reductions in the retail and commercial product segment. Price increases were implemented to cover tariffs and have been accepted by retailers. They believe their pricing is in line with competitors facing similar pressures. The restructuring charge was confirmed to be approximately $800,000.

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    Jake Patterson's questions to ACME UNITED (ACU) leadership

    Jake Patterson's questions to ACME UNITED (ACU) leadership • Q1 2025

    Question

    Jake Patterson from Talanta Investment Group questioned the decline in cutting tool revenue, contrasting it with previous management optimism for the Westcott brand. He also requested an update on the customer trials and progress for the new Smart Compliance automatic refill first aid kits.

    Answer

    Executive Walter Johnsen attributed the cutting tool performance to a tough comparison with a large promotion last year. He acknowledged that consumers will be stressed by price increases from tariffs, which could impact Westcott more than the first aid business. Regarding the Smart Compliance kits, Johnsen confirmed strong interest at a recent trade show but noted that it takes time to convert this interest into sales and that the product is not yet included in any financial forecasts.

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    Jake Patterson's questions to ACME UNITED (ACU) leadership • Q4 2024

    Question

    Jake Patterson asked about SG&A expenses, noting the Q4 figure was higher than previous guidance. He sought confirmation on the forward-looking expectation for SG&A as a percentage of sales and the reason for the recent increase.

    Answer

    Walter Johnsen, an executive, confirmed that an SG&A range between 31% and 32% of sales is a fair assumption going forward. Paul Driscoll, an executive, attributed the recent one-percentage-point increase primarily to inflationary pressures and typical wage increases, indicating no other major underlying factors.

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