Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 27, 2025Fund LettersMark LandeckerKMX CarMax, Inc. Consumer DiscretionaryConsumer Discretionary Bull NYSEAutos, Credit, Cyclical, Execution, leverage, Margins, retail, valuation
Nov 27, 2025Fund LettersMark LandeckerIFF International Flavors & Fragrances Inc. MaterialsMaterials Bull NYSEcashflow, deleveraging, Ingredients, Margins, restructuring, specialty, turnaround, valuation
Nov 27, 2025SubstackSleepy SolDE Deere & Company IndustrialsFarm & Heavy Construction Machinery Bull -agriculture, Deere, farming, growth, inflation hedge, input costs, machinery, management, tariffs
Nov 27, 2025SubstackSleepy SolNVDA NVIDIA Corporation Information TechnologySemiconductors Bear -ASICs, competitive landscape, cryptocurrency, earnings, Margins, market dominance, NVIDIA, semiconductors, TPU
Nov 27, 2025SubstackSleepy SolZM Zoom Video Communications, Inc. Information TechnologySoftware - Application Bull -balance sheet, buyback, Free Cash Flow, growth, SaaS, shareholder value, technology, valuation, Zoom
Nov 27, 2025SubstackPP Invest 007HYDTF Hydreight Technologies Inc. Health CareHealth Information Services Bull -digital healthcare, gross margins, Hydreight Technologies, Perfect Scripts, profitability, Scalability, strategic investments, U.S. market, vertical integration, VSDHOne platform
Nov 27, 2025SubstackDB SilverfoxCRD.A Crawford & Company Other- Bull -asset-light model, claims management, countercyclical, ethical infrastructure, family stewardship, Global network, high ROE, legal-adjacent services, recurring revenue, valuation
Nov 26, 2025Twitter / X@capybaraRebornETHZ Ethzilla Corp Health Care ServicesBiotechnology Bear NASDAQBoard, Board Directors, Comp Plan, Compensation, Directors, Ethz, NAV, Shares
Nov 26, 2025Twitter / X@bingbingbomTECX Tectonic Therapeutic, Inc. Health CareBiotechnology Bull NASDAQCpcph, cybersecurity, Decrease, Disease, HFpEF, Pcwp, Pulmonary hypertension, Pvr
Nov 26, 2025Fund LettersDavid EborallNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, CapEx, data centers, growth, Monopoly, semiconductors, valuation
Nov 26, 2025Fund LettersFred Liu215A JP Timee Inc IndustrialsHuman Resource & Employment Services Bull NYSEDemographics, Employment, Fintech, inflation, Japan, Labor, Margins, marketplace, Staffing, valuation
Nov 26, 2025SubstackMonopolistic InvestorCRWD Crowdstrike Holdings, Inc. Information TechnologySoftware - Infrastructure Bear -AI, barriers to entry, cloud security, cybersecurity, Legal Issues, network effect, profitability, subscription model, Technical Issues, valuation
Nov 26, 2025SubstackWonderstcksSDY.L Speedy Hire Plc IndustrialsRental & Leasing Services Neutral -client diversification, competitive pressures, digital leadership, digital platform, economic uncertainty, fleet modernisation, fleet sustainability, supply chain constraints, UK construction sector, Velocity transformation programme
Nov 25, 2025Fund LettersTravis CockeCLBT Cellebrite DI Ltd Information TechnologySystems Software Bull NASDAQActivism, cashflow, cybersecurity, Forensics, growth, Intelligence, M&A, Margins, Platforms, Software
Nov 25, 2025Fund LettersTravis CockeFLYW Flywire Corp Information TechnologySystems Software Bull NASDAQB2b, Education, growth, healthcare, Margins, Payments, Software, takeover, Travel, valuation
Nov 25, 2025Fund LettersTravis CockePRKS United Parks & Resorts Inc Consumer DiscretionaryLeisure Facilities Bull NYSEbuybacks, cashflow, Competition, EBITDA, Leisure, leverage, Pricing, Privatization, Themeparks, Tourism
Nov 25, 2025Fund LettersTravis CockeXPOF Xponential Fitness Inc Consumer DiscretionaryLeisure Facilities Bull NYSEcashflow, Comps, EBITDA, Fitness, Franchising, Leisure, Maturation, Privateequity, Refinancing, valuation
Nov 25, 2025Fund LettersTravis CockeEEFT Euronet Worldwide Inc Information TechnologySystems Software Bull NASDAQATMs, buybacks, Catalysts, Fintech, guidance, Margins, Networks, Payments, Remittances, valuation
Nov 25, 2025Fund LettersTravis CockeCLBT Cellebrite DI Ltd Information TechnologySystems Software Bull NASDAQActivism, cashflow, cybersecurity, Forensics, growth, Intelligence, M&A, Margins, Platforms, Software
Nov 25, 2025Fund LettersTravis CockeFLYW Flywire Corp Information TechnologySystems Software Bull NASDAQB2b, Education, growth, healthcare, Margins, Payments, Software, takeover, Travel, valuation

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