Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 30, 2025Fund LettersMichael CookBCO Brink’s Company IndustrialsSecurity & Protection Services Bull NYSE—
Oct 30, 2025Fund LettersMichael CookCXT Crane NXT Co. IndustrialsElectronic Equipment & Instruments Bull NYSEAuthentication, Brand protection, cash flow, Ip, M&A, Margins, Payment systems, Security
Oct 30, 2025Fund LettersMichael CookWSO Watsco Inc. IndustrialsTrading Companies & Distributors Bull NYSEcash flow, construction, Distribution, growth, HVAC, M&A, market share
Oct 30, 2025Fund LettersMichael CookDAR Darling Ingredients Inc. Consumer StaplesRenewable Fuels Bull NYSEcash flow, Feedstock, Fuels, Margin recovery, Regulatory, renewables, vertical integration
Oct 30, 2025Fund LettersMichael CookBCO Brink’s Company IndustrialsSecurity & Protection Services Bull NYSEbuybacks, capital allocation, Cash management, growth, Outsourcing, recurring revenue, Security
Oct 30, 2025Fund LettersMichael CookMOD Modine Manufacturing Company Consumer DiscretionaryElectrical Components & Equipment Bull NYSEAI, cash flow, data centers, growth, leadership, Margins, Reinvestment, thermal management
Oct 30, 2025Fund LettersMike LoebDFH Dream Finders Homes, Inc. Consumer DiscretionaryHomebuilding Bear NYSEasset-light, backlog, deleveraging, housing cycle, Incentives
Oct 30, 2025Fund LettersMike LoebNVO Novo Nordisk A/S Health CarePharmaceuticals Bull NYSECapacity, GLP-1, Obesity, pipeline, Reimbursement
Oct 30, 2025Fund LettersMike LoebDAVA Endava plc Information TechnologyIT Consulting & Other Services Bull NYSEDigital transformation, M&A optionality, Margin recovery, Multiple re-rating, Utilization
Oct 30, 2025Fund LettersMike LoebPOST Post Holdings, Inc. Consumer StaplesFood Products Bear NYSEbuybacks, capital allocation, Category headwinds, Free Cash Flow, leverage
Oct 30, 2025Fund LettersAdam WilkIVFH Innovative Food Holdings Consumer StaplesSpecialty Distribution Bull NASDAQDistribution, Food, growth, management, restructuring, specialty, turnaround
Oct 30, 2025Fund LettersAdam WilkSYZLF CN Sylogist Information TechnologyApplication Software Bear TSXcashflow, ERP, management, Outlook, Risk, Software, valuation
Oct 30, 2025Fund LettersArmina RosenbergCDR PD CD Projekt SA EnergyInteractive Home Entertainment Bull NYSEcompounding, Ip, Margins, Reinvestment, Scalability, Unreal engine, Video games
Oct 30, 2025Fund LettersGary KauppilaLEA Lear Corp. Consumer DiscretionaryAuto Parts Bull NYSEAuto parts, backlog, capital allocation, Electrification, EVs, Free Cash Flow, growth
Oct 30, 2025Fund LettersGary KauppilaROG Rogers Corporation Information TechnologyElectronic Components Bull NYSE5G, Automation, Electric Vehicles, growth, innovation, Margins, materials
Oct 30, 2025Fund LettersKevin ArensonSIE Siemens Energy AG IndustrialsElectrical Equipment Bull -AI, backlog, Electricity, energy transition, Gas turbines, growth, renewables
Oct 30, 2025Fund LettersKevin ArensonTSM Taiwan Semiconductor Manufacturing Co. Information TechnologySemiconductors Bull NYSEAI, Capacity, growth, manufacturing, Monopoly, Pricing power, semiconductors
Oct 30, 2025Fund LettersMichael CookCXT Crane NXT Co. IndustrialsSecurity & Authentication Technologies Bull NYSEAuthentication, Digital security, M&A, Payments, recurring revenue, spin-off
Oct 30, 2025Fund LettersMichael CookSCL Stepan Company MaterialsSpecialty Chemicals Bull NYSEcapacity expansion, deleveraging, EBITDA, Polymers, specialty chemicals, Surfactants
Oct 30, 2025Fund LettersMichael CookDAR Darling Ingredients Inc. Consumer StaplesRenewable Fuels & Specialty Chemicals Bear NYSEFeedstock, Food waste, Free Cash Flow, Margin recovery, Regulation, Renewable fuels

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: