Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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 CockeFIVN Five9 Inc Information TechnologySystems Software Bull NASDAQActivism, AI, buybacks, cloud, Communications, consolidation, Margins, Software, Subscriptions, valuation
Nov 25, 2025SubstackKairos ResearchCSW CSW Industrials, Inc. IndustrialsSpecialty Industrial Machinery Bull -Aspen Manufacturing, CSW Industrials, Free Cash Flow, HVAC/R market, industrial growth, M&A strategy, management strategy, MARS Parts, plumbing industry, RectorSeal
Nov 25, 2025SubstackJam Invest0366.HK Luks Group (Vietnam Holdings) Company Limited MaterialsBuilding Materials Bull -cement industry, dividend payout, family ownership, Hong Kong stock exchange, hotel operations, Luks Group, property investment, Share Buybacks, undervalued, Vietnam market
Nov 25, 2025SubstackPP Invest 007BQE.V BQE Water IndustrialsWaste Management Bull -asset-light model, BQE Water, commodity prices, mining sector, Operational Leverage, recurring revenue, SART plant, sustainable growth, technical services, water treatment
Nov 25, 2025SubstackShareholders UniteLPTH LightPath Technologies, Inc. Information TechnologyElectronic Components Bull -Acquisitions, BlackDiamond glass, defense programs, geopolitical tensions, growth potential, infrared optics, LightPath Technologies, Lockheed Martin, supply chain resiliency, vertically integrated
Nov 24, 2025Fund LettersAaron ChanCVNA Carvana Co. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAutos, Digital retail, e-commerce, growth, turnaround
Nov 24, 2025Fund LettersAaron ChanPAYO Paymentus Holdings Inc. Information TechnologySoftware—Infrastructure Bull NYSEBilling, Fintech, growth, recurring revenue, Software
Nov 24, 2025Fund LettersAvram FisherQRHC Quest Resource Holding Corporation IndustrialsEnvironmental & Facilities Services Bull NASDAQESG, Impairment, Recycling, services, Smallcap, turnaround, waste
Nov 24, 2025Fund LettersAvram FisherPESI Perma-Fix Environmental Services, Inc. IndustrialsEnvironmental & Facilities Services Bull NASDAQannuity, ESG, Government, Nuclear, Remediation, specialty, waste
Nov 24, 2025Fund LettersAvram FisherRSSS Research Solutions, Inc. Information TechnologyApplication Software Bull NASDAQAI, Curation, Data, research, SaaS, Smallcap, Subscriptions
Nov 24, 2025Fund LettersAvram FisherMTRX Matrix Service Company IndustrialsEngineering & Construction Services Bull NASDAQconstruction, Cyclical, EBITDA, energy, infrastructure, rerating, turnaround
Nov 24, 2025Fund LettersAvram FisherPDEX Pro-Dex, Inc. Health CareMedical Devices Bull NASDAQbuybacks, Catalysts, EBITDA, Medtech, Oem, robotics, Smallcap, Surgical
Nov 24, 2025Fund LettersAaron ChanCCOI Cogent Communications Holdings, Inc. Communication ServicesAlternative Carriers Bull NASDAQbroadband, Commodification, Competition, Disintermediation, Fiber, hyperscalers, Margins, Telecom, valuation
Nov 24, 2025SubstackRaging Bull InvestmentsCPH.TO Cipher Pharmaceuticals Inc. Health CareDrug Manufacturers - Specialty & Generic Neutral -Acquisitions, cash flow, direct-to-consumer, growth initiatives, institutional marketing, international licensing, litigation, Natroba, pharmaceuticals
Nov 24, 2025SubstackRaging Bull InvestmentsRDI Reading International, Inc. Communication ServicesEntertainment Bull -asset sales, balance sheet, Box office, cash flow, cinema business, debt reduction, financial turnaround, operational efficiency, real estate optimization
Nov 24, 2025SubstackRaging Bull InvestmentsZEG.L Zegona Communications plc Communication ServicesTelecom Services Bull -Acquisitions, asset sales, capital returns, consolidation, LBO strategy, monetization, portfolio optimization, Spanish telecom, telecommunications
Nov 24, 2025SubstackRaging Bull InvestmentsCGX.TO Cineplex Inc. Communication ServicesEntertainment Bull -Asset Sale, balance sheet, Box office, capital returns, film slate, LBE segment, movie theatres, premiumization, structural improvements

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