Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
Aug 5, 2026Fund LettersBarometer Capital ManagementNVDA NVIDIA Corporation OtherSemiconductors Bull -AI accelerators, AI Computing, AI infrastructure, data centers, GPUs, hyperscalers, semiconductors, technology
Aug 5, 2026Fund LettersBarometer Capital ManagementLRCX Lam Research Corporation OtherSemiconductor Equipment Bull -AI accelerators, Capital equipment, HBM, High-Bandwidth Memory, memory chips, semiconductor equipment, technology, Wafer Fabrication
Aug 5, 2026Fund LettersBarometer Capital ManagementSITM SiTime Corporation OtherSemiconductors Bull -AI data centers, Chip Content Growth, High-Speed Networking, Mems, Precision Timing, semiconductors, Silicon Timing, technology
Aug 5, 2026Fund LettersBarometer Capital ManagementGEV GE Vernova Inc. OtherElectrical Components & Equipment Bull -AI infrastructure, backlog visibility, Data-Center Power, Electrification, Gas turbines, Grid Infrastructure, Industrials, Power generation
Aug 5, 2026Fund LettersBarometer Capital ManagementCSX CSX Corporation OtherRail Transportation Bull -Freight Rail, Industrials, infrastructure, Intermodal, operating efficiency, Pricing power, Transportation
Aug 5, 2026Fund LettersBarometer Capital Management- Bombardier Inc. OtherAerospace & Defense Bull -Aerospace, aftermarket, business jets, Canada, debt reduction, Industrials, services, turnaround
Aug 5, 2026Fund LettersBarometer Capital ManagementHWM Howmet Aerospace Inc. OtherAerospace & Defense Bull -Aerospace, aftermarket, Commercial Aviation, Cyclical, Engine Components, Industrials, Maintenance, Spare Parts

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