Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 7, 2026Fund LettersAshva Capital ManagementMU Micron Technology OtherSemiconductors Bull -Artificial Intelligence, Cyclical, data center, DRAM, Equity, Free Cash Flow, HBM, Memory, Nand, semiconductors, supply constraints, take-or-pay contracts, Value
Aug 7, 2026Fund LettersHinde GroupAMZN Amazon.com, Inc. OtherInternet & Direct Marketing Retail Bull -Artificial Intelligence, AWS, Capacity Constrained, Cloud computing, compounder, custom silicon, data centers, e-commerce, Enterprise AI, growth, margin expansion
Aug 7, 2026SubstackCoughlin CapitalCPNG Coupang, Inc. E-commerceOnline Retail Bull New York Stock ExchangeCoupang, customer retention, data breach, e-commerce, Logistics Network, long-term strategy, Marketing Spend, Revenue Growth, supply chain, WOW membership
Aug 6, 2026Fund LettersGreenlight Capital- Versigent Inc. OtherAuto Parts & Equipment Bull -Auto parts, Automotive Supplier, Electric Vehicles, Electrification, Free Cash Flow, margin expansion, Share Buybacks, spin-off, Value, Wire Harnesses
Aug 6, 2026Fund LettersGreenlight CapitalPYPL PayPal Holdings, Inc. OtherData Processing & Outsourced Services Bull -CEO transition, Competitive pressure, consumer platform, digital payments, earnings multiple, Fintech, M&A Target, network effects, Payments, Value
Aug 6, 2026Fund LettersGreenlight CapitalPRMB Primo Brands Corporation OtherSoft Drinks Bull -Bottled Water, brand portfolio, consumer staples, defensive, direct-to-consumer, free cash flow yield, Merger Integration, Peer Discount, synergies, Value
Aug 6, 2026Fund LettersGreenlight CapitalFBIN Fortune Brands Innovations, Inc. OtherBuilding Products Bull -activist, Building Products, Housing, Management Change, margin expansion, market share, Operational Improvement, Peer Multiple Discount, turnaround, Value
Aug 6, 2026Fund LettersGreenlight CapitalCMCSA Comcast Corporation OtherCable & Satellite Bull -broadband, Cable & Satellite, Diversified Media, EBITDA multiple, entertainment, Free Cash Flow, media, spin-off, theme parks, Value
Aug 6, 2026SubstackRijnberk Invest InsightsSU.PA Schneider Electric Industrial GoodsElectrical Equipment Bull Euronext Parisdata centers, Electrification, Energy Management, global power demand, Industrial automation, long-term investment, renewable energy, Schneider Electric, software and services, Structural Growth
Aug 6, 2026Fund LettersJB Global CapitalLULU Lululemon Athletica OtherApparel, Accessories & Luxury Goods Bull -Apparel, athleisure, Brand, China exposure, Consumer Discretionary, Equity, leadership transition, margin compression, Value
Aug 6, 2026Fund LettersJB Global CapitalFLO Flowers Foods OtherPackaged Foods & Meats Bull -consumer staples, debt reduction, defensive, Direct-Store-Delivery, dividend, Equity, Packaged Foods, Pricing power, Value
Aug 6, 2026Fund LettersJB Global CapitalPYPL PayPal Holdings OtherTransaction & Payment Processing Services Bull -acquisition target, buybacks, Digital Wallets, Equity, Fintech, Payments, Transaction Processing, turnaround, Value
Aug 6, 2026Fund LettersJB Global CapitalBABA Alibaba Group Holdings OtherInternet & Direct Marketing Retail Bull -Artificial Intelligence, China, Cloud computing, Concentrated Position, e-commerce, Equity, growth, infrastructure, technology platform
Aug 5, 2026Fund LettersFidelity Growth Strategies FundKRMN Karman Holdings Inc OtherAerospace & Defense Bull -Aerospace & Defense, defense technology, Equity, Industrials, Launch Vehicles, Missile-Defense, Rockets, Spacecraft, turnaround, US
Aug 5, 2026Fund LettersFidelity Growth Strategies FundCOHR Coherent Corp OtherElectronic Equipment, Instruments & Components Bull -Advanced Manufacturing, AI infrastructure, data centers, Electronic Equipment, Equity, growth, information technology, Optical-Components, semiconductors, US
Aug 5, 2026Fund LettersFidelity Growth Strategies FundATI ATI Inc OtherSteel Bull -Aerospace, Cyclical, Defense, Equity, High-Performance Alloys, materials, Specialty-Metals, Steel, Titanium, US
Aug 5, 2026Fund LettersFidelity Growth Strategies FundCRS Carpenter Technology Corp OtherSteel Bull -Aerospace, Cyclical, Defense, Equity, High-Performance Alloys, materials, Specialty-Metals, Steel, US
Aug 5, 2026Fund LettersFidelity Growth Strategies FundSTRL Sterling Infrastructure Inc OtherConstruction & Engineering Bull -AI infrastructure, Construction & Engineering, data centers, Equity, growth, Heavy Civil Construction, hyperscalers, Industrials, Semiconductor Infrastructure, US
Aug 5, 2026Fund LettersBarometer Capital ManagementNA.TO National Bank of Canada OtherDiversified Banks Bull -Acquisitions, Canada, Canadian Banks, Capital markets, fee-based revenue, financials, wealth management
Aug 5, 2026Fund LettersBarometer Capital ManagementC Citigroup Inc. OtherDiversified Banks Bull -banking, capital return, financials, Franchise Simplification, Profitability Improvement, turnaround, valuation re-rating

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: