Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 28, 2025Fund LettersJack McManusTREX Trex Company Inc IndustrialsBuilding Products Bear NYSEconstruction, Decking, Housing, Macro, Remodeling, Sentiment
Oct 28, 2025Fund LettersJack McManusMEDP Medpace Holdings Inc Health CareBiotechnology Bull NASDAQBiotech, Bookings, Cro, Margins, Outsourcing
Oct 28, 2025Fund LettersAaron SallenBELFA BEL Fuse Inc. Information TechnologyElectronic Components Bull NASDAQarbitrage, electronics, Governance, management, merger, restructuring, valuation
Oct 28, 2025Fund LettersAaron SallenAMWD American Woodmark Consumer DiscretionaryBuilding Products Bull NASDAQHousing, leadership, manufacturing, merger, synergies, tariffs, valuation
Oct 28, 2025Fund LettersAaron SallenVCTR Victory Capital Holdings FinancialsAsset Management Bull NASDAQacquisition, asset management, buybacks, cashflow, Distribution, synergy, valuation
Oct 28, 2025Fund LettersAaron SallenKTOS Kratos Defense & Security Solutions IndustrialsDefense Technology Bull NASDAQAerospace, Contracts, Defense, Drones, growth, Procurement, Production
Oct 28, 2025Fund LettersAli MotamedTSLA Tesla Inc. Consumer DiscretionaryAutomobiles Bear NASDAQ—
Oct 28, 2025Fund LettersAli MotamedNVDA NVIDIA Corp. Information TechnologySemiconductors Bear NASDAQ—
Oct 28, 2025Fund LettersAndrew PeckKTOS Kratos Defense & Security Solutions, Inc. IndustrialsAerospace & Defense Bull NASDAQbacklog, Defense spending, Hypersonics, operating leverage, Unmanned systems
Oct 28, 2025Fund LettersAndrew PeckWING Wingstop Inc. Consumer DiscretionaryRestaurants Bull NASDAQCommodity costs, Comps, Digital, Franchising, Unit economics
Oct 28, 2025Fund LettersAndrew PeckINSP Inspire Medical Systems, Inc. Health CareHealth Care Equipment Bear NYSECompetitive therapies, Execution, guidance, procedure volumes, Reimbursement
Oct 28, 2025Fund LettersAndrew PeckPAR PAR Technology Corporation Information TechnologyApplication Software Bull NYSEARR, Cloud pos, Enterprise wins, operating leverage, Restaurant technology
Oct 28, 2025Fund LettersAndrew PeckBIRK Birkenstock Holding plc Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEBrand Equity, direct-to-consumer, expansion, gross margins, vertical integration
Oct 28, 2025Fund LettersBen PakenhamBRKM5 BZ Braskem S.A. MaterialsChemicals Bear Brasil Bolsa BalcãoBonds, Brazil, Chemicals, Credit, restructuring
Oct 28, 2025Fund LettersBrad HintonMELI MercadoLibre, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQFintech, Free Cash Flow, Key: e-commerce, Logistics, market share, Take rate, Tpv growth
Oct 28, 2025Fund LettersBrian CampbellDECK Deckers Outdoor Corp. Consumer DiscretionaryFootwear & Apparel Bull NYSE—
Oct 28, 2025Fund LettersBrian CampbellACIW ACI Worldwide Inc. Information TechnologyFinancial Software & Data Systems Bull NASDAQFintech, intrinsic value, Margins, Payments, recurring revenue, Software
Oct 28, 2025Fund LettersBrian CampbellJKHY Jack Henry & Associates Inc. Information TechnologyFinancial Software & Data Systems Bull NASDAQ—
Oct 28, 2025Fund LettersBrian CampbellCWST Casella Waste Systems Inc. IndustrialsEnvironmental Services Bull NASDAQ—
Oct 28, 2025Fund LettersBrian CampbellWAT Waters Corporation Health CareLife Sciences Tools & Services Bull NYSEacquisition, diagnostics, growth, life sciences, M&A, recurring revenue, ROIC

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