Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 28, 2025Fund LettersTony ConiarisCRM Salesforce Inc. Information TechnologySoftware Bull NYSE—
Oct 28, 2025Fund LettersTony ConiarisMOH Molina Healthcare Inc. Health CareManaged Health Care Bull NYSECost control, healthcare, managed care, Medicaid, recovery, valuation
Oct 28, 2025Fund LettersTony ConiarisKDP Keurig Dr Pepper Inc. Consumer StaplesBeverages Bull NASDAQBeverages, Coffee, deleveraging, restructuring, spin-off, synergy, valuation
Oct 28, 2025Fund LettersTony ConiarisIQV IQVIA Holdings Inc. Health CareHealth Care Services Bull NYSEAI, Data Analytics, Digital transformation, growth, margin expansion, pharma, research
Oct 28, 2025Fund LettersTony ConiarisGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, antitrust, cloud, growth, monetization, Search, Sum-of-the-Parts, valuation
Oct 28, 2025Fund LettersTony ConiarisWBD Warner Bros Discovery Inc. Communication ServicesMedia & Entertainment Bull NASDAQContent, Earnings momentum, entertainment, leverage, media, merger, Streaming, synergy, valuation
Oct 28, 2025Fund LettersWally WeitzCDW CDW Corp. Information TechnologyTechnology Distributors Bull NASDAQbacklog, buybacks, Channel partner, Gross profit dollars, Hardware refresh, ROIC, VAR
Oct 28, 2025Fund LettersWally WeitzACN Accenture plc Information TechnologyIT Consulting & Other Services Bull NYSEAI services, Bookings, capital returns, Digital transformation, Free Cash Flow, Managed services, Utilization
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 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

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