Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 31, 2025Fund LettersJay HillDBS DBS Group Holdings Ltd. FinancialsBanks Bull Singapore ExchangeAsia, banking, capital return, Digitalization, dividends, resilience, ROE
Oct 31, 2025Fund LettersJay HillSWAN Safran S.A. OtherAerospace & Defense Bull Euronext Stock ExchangeAerospace, aftermarket, cash flow, Defense, Engines, growth, recovery, services
Oct 31, 2025Fund LettersJay HillRUI Rubis SCA FinancialsOil & Gas Storage & Distribution Bull Euronext Stock Exchangecash flow, Distribution, dividends, Emerging markets, energy, inflation hedge, infrastructure
Oct 31, 2025Fund LettersJay HillNESN Nestlé S.A. Consumer StaplesFood Products Bear Swiss ExchangeBrand, consumer staples, dividends, Food, Margins, Pricing power, valuation
Oct 31, 2025Fund LettersSean ReynoldsOPEN Opendoor Technologies Inc. Real EstateReal Estate Services Bull NASDAQ—
Oct 31, 2025Fund LettersSean ReynoldsGME GameStop Corp. Consumer DiscretionaryConsumer Retail Bear NYSEretail, Risk, turnaround, Underperformance, Volatility
Oct 31, 2025Fund LettersSean ReynoldsNBIS Nebius Group Communication ServicesCloud Computing Bull NYSEAI, cloud, Convertibles, Data, growth, infrastructure, machine learning
Oct 31, 2025Fund LettersSean ReynoldsAVAV AeroVironment Inc. IndustrialsAerospace & Defense Bull NASDAQAerospace, backlog, Convertibles, Defense, Drones, growth, Military
Oct 31, 2025Fund LettersFreddie LaitAZO AutoZone, Inc. Consumer DiscretionarySpecialty Retail Bull NYSEAccounting, aftermarket, buybacks, Fragmentation, retail, scale
Oct 31, 2025Fund LettersFreddie LaitCOR Cencora Inc. Health CareHealth Care Technology Bull NYSEBiotech, cashflow, Defensiveness, Distribution, growth, Logistics
Oct 31, 2025Fund LettersFreddie LaitMCK McKesson Corporation Health CareHealth Care Technology Bull NYSEbuybacks, cashflow, Defensiveness, Distribution, growth, healthcare
Oct 31, 2025Fund LettersXinyu RuARGN Argan Inc. Health CareEngineering & Construction Bull NYSEAI, backlog, construction, energy, engineering, growth, infrastructure
Oct 31, 2025Fund LettersXinyu RuBE Bloom Energy Corp. IndustrialsAlternative Energy Bull NYSEAI, Clean tech, Decentralization, energy, Fuel cells, growth, infrastructure
Oct 31, 2025Fund LettersXinyu RuLBRT Liberty Energy Inc. EnergyOilfield Services Bull NYSEAI, datacenters, energy, Fracking, Gas turbines, growth, infrastructure, Power
Oct 31, 2025Fund LettersXinyu RuFELIX AU Felix Gold Ltd. OtherMetals & Mining Bull Australian Securities ExchangeAntimony, Commodities, Critical Minerals, Gold, Mining, Profits, supply chain
Oct 31, 2025Fund LettersXinyu RuGOOGL Alphabet Inc. Communication ServicesInternet Services Bull NASDAQadvertising, AI, cash flow, cloud, growth, innovation, Margins
Oct 31, 2025Fund LettersCameron McKendryCTAS Cintas Corporation IndustrialsCommercial Services & Supplies Bull NASDAQcompounder, dividends, growth, leadership, Margins, recurring revenue, scale, services, Uniforms
Oct 31, 2025Fund LettersCameron McKendryKNSL Kinsale Capital Group Inc. FinancialsInsurance Bull NYSEE&s, efficiency, growth, Insurance, management, profitability, ROE, technology, underwriting
Oct 31, 2025Fund LettersCameron McKendryWSC WillScot Mobile Mini Holdings Corp. IndustrialsCommercial Services & Supplies Bull NASDAQconsolidation, construction, efficiency, FCF, M&A, Modular, Pricing power, Rental, Storage
Oct 31, 2025Fund LettersDaniel S. LoebCRH LN CRH plc MaterialsConstruction Materials Bull NYSEcashflow, construction, Housing, infrastructure, Margins, materials, Pricing, Stimulus, valuation

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