VISION IN MOTION

I. Introduction

•            A. Case Study Overview

Mogul Fellows launched a case study long term investment into Rekor Systems in September 2025. This stock was one of the positions inherited from Mogul Mike during the transfer of brokers Mogul Fellows has in October 2025. The initial investment was 1,116.40 on July 30th, 2025 at 12:23pm for 1000 shares at a $1.12 price tag. We are slowly building this position with a goal for 5,000 or more.

•            Introduce the stock and Ticker, the company’s purpose, and its vision.

Overview of Rekor Systems - Rekor Systems, Inc. (NASDAQ: REKR) is a U.S.-based technology company founded in 2016 and publicly traded since 2019. It specializes in AI-driven roadway intelligence solutions, leveraging computer vision, machine learning, and big data analytics to collect, process, and deliver real-time insights from mobility data. The company serves sectors including public safety, urban mobility, transportation management, and commercial operations, with clients ranging from government agencies to engineering firms and businesses. Rekor's technology processes trillions of data points from proprietary hardware, third-party sources, and existing infrastructure, powering platforms that enhance roadway safety, reduce congestion, automate compliance, and support informed decision-making.

Company Purpose - Rekor's purpose centers on harnessing AI to transform raw roadway data into actionable intelligence, ultimately making communities safer, more efficient, and digitally empowered. In essence, it aims to leverage technology for societal benefit by enhancing public safety, streamlining infrastructure management, and improving urban mobility. A core statement from the company encapsulates this: "Using Artificial Intelligence, Rekor collects, connects, and organizes the world’s mobility data to deliver revolutionary roadway intelligence — laying the foundation for a digital-enabled operating system for the road."

Company Vision - Rekor's vision is forward-looking and ambitious, positioning the company as a global leader in digitizing transportation and public safety infrastructure. It seeks to pioneer a future where AI-powered insights create "smart cities" that save lives, boost economic outcomes, and drive commerce through accessible, real-time roadway intelligence. A key articulation of this vision is: "Be the indispensable source of real-time roadway intelligence, empowering our customers to make informed decisions that save lives, improve outcomes and drive commerce."

•            Length of case study and start and end date.

July 2025 and is ongoing.

•            B. Case Study Focus:

•            Clearly state the focus of the case study:

•            Specifics of the stock: This could explore the performance of the stock studied, its drivers, and potential future outlook.

•            A particular market sector: This could focus on the dynamics, performance, and drivers of the stock studied

•            effectiveness of a specific investment or trading method.

•            State key research questions or research objectives of the case study.

•            C. Thesis Statement:

•            Present a clear statement of your central argument or conclusion about the case study subject. Announce an official price target for the stock and why.

II. Background Information

•            A. Company Overview (if applicable):

•            Briefly introduce the company, its history, and its main business activities, industry, size, products/services, market position

•            Discuss the company's competitive landscape and its position within the market.

•            B. Industry or Sector Analysis (if applicable):

•            Provide an overview of the industry or sector the company operates in.

•            Analyze market trends, growth prospects, and competitive dynamics within that sector.

•            C. Relevant Economic and Market Conditions:

•            Describe the overall economic environment and market conditions during the period of the case study.

•            Discuss factors such as interest rates, inflation, GDP growth, and investor sentiment. 

III. Case Analysis

•            A. Stock Price Performance:

•            Analyze the historical price performance of the stock or index being studied.

•            Identify trends, volatility, and significant price movements.

•            B. Fundamental Analysis (if applicable):

•            Analyze key financial ratios and metrics to assess the company's financial health, profitability, and efficiency.

•            Include revenue growth, profit margins, return on equity (ROE), debt levels, etc.

•            C. Qualitative Factors:

•            Discuss non-financial factors that might influence the stock price or market.

•            This includes management quality, brand reputation, competitive advantage, technological innovation, and legal or regulatory issues.

•            D. Event Analysis (if applicable):

•            Analyze the impact of specific events (e.g., earnings announcements, product launches, economic crises) on the stock price or market.

•            Assess the market's reaction to these events and any subsequent trends. 

IV. Discussion and Evaluation

•            A. Interpretation of Findings:

•            Summarize the key findings from your analysis of stock performance, fundamentals, and other relevant factors.

•            Explain what the data reveals about the company, sector, or market event being examined.

•            B. Analysis of Successes and Failures:

•            Identify the factors that contributed to successes or positive outcomes.

•            Discuss the reasons for any negative outcomes or failures.

•            C. Comparison with Industry Benchmarks:

•            Compare the company's performance against industry averages or competitors to assess its relative strength. 

V. Conclusion

•            A. Summary of Key Findings:

•            Reiterate the main findings and conclusions of the case study.

•            Connect these findings back to the initial research questions or objectives.

•            B. Implications and Lessons Learned:

•            Discuss the broader implications of the case study for investors, companies, or policymakers.

•            Identify key takeaways and lessons that can be applied to other similar situations.

•            C. Future Outlook:

•            Offer a brief perspective on the future prospects for the company, sector, or market being studied.

•            Consider potential challenges and opportunities in the future. 

VI. References

•            Provide a list of all sources cited in the case study (e.g., academic papers, company reports, news articles, financial databases).