Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 28, 2025Fund LettersBrian CampbellNEU NewMarket Corporation MaterialsSpecialty Chemicals Bull NYSEacquisition, cash flow, Defense, deleveraging, Margins, Petrochemicals
Oct 28, 2025Fund LettersBrian CampbellSGI Somnigroup International Inc. Consumer DiscretionaryHousehold Durables Bull NASDAQBedding, Brand Equity, cash flow, Margins, merger, retail, synergies
Oct 28, 2025Fund LettersBrian CampbellAWI Armstrong World Industries Inc. IndustrialsBuilding Products Bull NYSEBuilding materials, cash flow, construction, growth, oligopoly, Pricing power
Oct 28, 2025Fund LettersBrian CampbellEQH Equitable Holdings FinancialsDiversified Financial Services Bull NYSEasset management, buybacks, Capital, dividend, financials, Reinsurance, valuation
Oct 28, 2025Fund LettersBrian CampbellGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Cost control, diversification, growth, innovation
Oct 28, 2025Fund LettersBrian CampbellUNH UnitedHealth Group Health CareManaged Health Care Bull NASDAQDemographics, efficiency, healthcare, Insurance, Margins, Optum, scale
Oct 28, 2025Fund LettersBrian CampbellTEL TE Connectivity Ltd. Information TechnologyElectronic Components Bull NYSEAI, Automation, Connectivity, diversification, Electrification, Margins, Sensors
Oct 28, 2025Fund LettersBrian CampbellGLW Corning Inc. Information TechnologyElectronic Components Bull NYSEAI, cloud, Communications, growth, infrastructure, innovation, Optical
Oct 28, 2025Fund LettersBrian CampbellGHC Graham Holdings Company Health CareDiversified Consumer Services Bull NYSEcapital allocation, cashflow, diversification, Education, healthcare, M&A, Regulation
Oct 28, 2025Fund LettersBrian CampbellNGVT Ingevity Corporation MaterialsChemicals Bull NYSEChemicals, diversification, Margins, Performance, portfolio, recovery, Sustainability
Oct 28, 2025Fund LettersBrian CampbellAWI Armstrong World Industries IndustrialsBuilding Products Bull NYSEBuilding, construction, Demand, leadership, Margins, Pricing, Renovation
Oct 28, 2025Fund LettersDavid HerroGLEN LN Glencore plc MaterialsDiversified Metals & Mining Bull NYSEcash flow, Commodities, Copper, dividend, Electrification, Mining, valuation
Oct 28, 2025Fund LettersDavid HerroBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAI, buybacks, China, cloud, e-commerce, growth, technology, valuation
Oct 28, 2025Fund LettersJack McManusTREX US Trex Company, Inc. IndustrialsBuilding Products Bull NYSE—
Oct 28, 2025Fund LettersJack McManusMEDP US Medpace Holdings, Inc. Health CareLife Sciences Tools & Services Bull NASDAQ—
Oct 28, 2025Fund LettersJustin ChristofelMSCI MSCI Inc FinancialsFinancial Data & Analytics Bull -AI, covered calls, Credit, Cyclical equities, fixed income, Income, inflation, Policy easing
Oct 28, 2025Fund LettersKirsty DessonDNP PW Dino Polska S.A. FinancialsFood Retail Bear NYSEconsumer confidence, Food, Poland, retail
Oct 28, 2025Fund LettersKirsty DessonJUN3 GR Jungheinrich AG IndustrialsMachinery Bear Bolsas y Mercados Españoles (Madrid)Industrials, Logistics, machinery, restructuring
Oct 28, 2025Fund LettersKirsty DessonCTS GR CTS Eventim AG & Co. KGaA Information TechnologyEntertainment Bear Bolsas y Mercados Españoles (Madrid)consumer demand, entertainment, Event ticketing, Integration costs
Oct 28, 2025Fund LettersLuke CummingsPBH AU Pointsbet Holdings Ltd Health CareOnline Gambling Bull NYSEarbitrage, bidding war, Cash offer, Exit timing, M&A, merger, Scrip, synergy, takeover

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