Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Nov 8, 2025 | Value Investors Club | deleuze | TER | Teradyne, Inc. | Industrials | Commercial Services & Supplies | Bull | NASDAQ | industrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing | Login |
| Nov 8, 2025 | Value Investors Club | zamperini | ADCT | ADC Therapeutics SA | Health Care | Biotechnology | Bull | New York Stock Exchange | Biotech, Clinical research, drug development, healthcare, life sciences, pharmaceuticals | Login |
| Nov 8, 2025 | Fund Letters | Harry Burn, John P. DeGulis, T. Gibbs Kane | AES | AES Corporation | Utilities | Independent Power Producers & Energy Traders | Bull | NYSE | acquisition, datacenters, infrastructure, Power, renewables, Solar, Storage, utilities | Login |
| Nov 8, 2025 | Fund Letters | Harry Burn, John P. DeGulis, T. Gibbs Kane | WBD | Warner Bros. Discovery, Inc. | Communication Services | Movies & Entertainment | Bull | NASDAQ | Content, deleveraging, Freecashflow, M&A, media, rerating, spinoff, Streaming | Login |
| Nov 8, 2025 | Fund Letters | Harry Burn, John P. DeGulis, T. Gibbs Kane | TLNE | Talen Energy | Other | Independent Power Producers | Bull | - | Baseload, datacenters, Electricity, Naturalgas, Nuclear, Powerdemand | Login |
| Nov 8, 2025 | Fund Letters | Aziz V. Hamzaogullari | LFCR | Lifecore Biomedical, Inc. | Health Care | Drug Manufacturers - Specialty & Generic | Bull | NASDAQ | Bioprocessing, CDMO, Contractmanufacturing, GLP-1, Injectables, pharmaceuticals, Reshoring, tariffs | Login |
| Nov 8, 2025 | Fund Letters | Mick Dillon, Bertie Thomson | WDAY | Workday, Inc. | Information Technology | Application Software | Bull | NASDAQ | AI, Cloud software, financial management, Free Cash Flow, Human capital management, operating leverage, recurring revenue, SaaS | Login |
| Nov 8, 2025 | Fund Letters | Mick Dillon, Bertie Thomson | BBCA IJ | PT Bank Central Asia Tbk | Other | Indonesian retail & commercial banking | Bull | NYSE | credit quality, digital banking, dividends, Emerging markets, loan growth, low-cost deposits, retail banking, ROE | Login |
| Nov 8, 2025 | Fund Letters | Mick Dillon, Bertie Thomson | TSLA | Tesla, Inc. | Consumer Discretionary | Electric vehicles & energy platform | Bull | NASDAQ | Autonomy, Electric Vehicles, energy storage, growth, operating leverage, robotics, valuation, vertical integration | Login |
| Nov 8, 2025 | Fund Letters | Ronald Baron, Michael Baron | ANET | Arista Networks, Inc. | Information Technology | Cloud data center networking | Bull | NYSE | AI infrastructure, buybacks, Cloud networking, Ethernet switches, Free Cash Flow, hyperscalers, Margins, secular growth | Login |
| Nov 8, 2025 | Fund Letters | Michael A. Lippert | PAR | PAR Technology Corporation | Information Technology | Restaurant POS software | Bull | NYSE | ARR growth, Free Cash Flow, operating leverage, Point of Sale, recurring revenue, Restaurant technology, Vertical SaaS | Login |
| Nov 8, 2025 | Fund Letters | Michael A. Lippert | IT | Gartner, Inc. | Information Technology | Technology research & advisory | Bull | NYSE | competitive moat, Free Cash Flow, generative AI, Pricing power, recurring revenue, research, subscription revenue | Login |
| Nov 8, 2025 | Fund Letters | Michael A. Lippert | TTD | The Trade Desk, Inc. | Communication Services | Programmatic advertising platforms | Bull | NASDAQ | Competitive Advantage, Connected tv, digital advertising, Free Cash Flow, Identity, operating leverage, Programmatic | Login |
| Nov 8, 2025 | Fund Letters | Michael A. Lippert | AVGO | Broadcom Inc. | Information Technology | Data center & networking semiconductors | Bull | NASDAQ | AI infrastructure, ASICs, buybacks, capital allocation, data centers, dividends, Free Cash Flow, semiconductors | Login |
| Nov 8, 2025 | Fund Letters | Michael A. Lippert | TSLA | Tesla, Inc. | Consumer Discretionary | Electric vehicles & energy storage | Bull | NASDAQ | Autonomy, Electric Vehicles, energy storage, growth, Margins, Software, valuation, vertical integration | Login |
| Nov 8, 2025 | Fund Letters | Michael A. Lippert | NVDA | NVIDIA Corporation | Information Technology | Graphics & AI processors | Bull | NASDAQ | Artificial Intelligence, competitive moat, data centers, Free Cash Flow, GPUs, hyperscalers, semiconductors, valuation | Login |
| Nov 8, 2025 | Fund Letters | Michael A. Lippert | FFBC | First Financial Bancorp. | Financials | Regional Banks | Bull | NASDAQ | Banks, Credit, M&A, profitability, Regionals, Roa, Rotce, valuation | Login |
| Nov 8, 2025 | Fund Letters | Michael A. Lippert | NEE | NextEra Energy, Inc. | Utilities | Electric Utilities | Bull | NYSE | Demographics, dividends, ratebase, Regulation, renewables, Solar, utilities, Wind | Login |
| Nov 8, 2025 | Fund Letters | James Cullen | UNH | UnitedHealth Group, Inc. | Health Care | Managed Health Care | Bull | NYSE | dividends, healthcare, Managedcare, Medicare, Moats, services, turnaround, valuation | Login |
| Nov 8, 2025 | Fund Letters | James Cullen | SW | Smurfit WestRock | Materials | Paper Packaging | Bull | NYSE | ecommerce, Margins, Packaging, Sustainability, synergies | Login |
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