Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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
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 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 NYSEcomposite decking, housing cycle, Margins, market share, repair & remodel
Oct 28, 2025Fund LettersJack McManusMEDP US Medpace Holdings, Inc. Health CareLife Sciences Tools & Services Bull NASDAQ—
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
Oct 28, 2025Fund LettersRahul NarangAVGO US Broadcom Inc. Information TechnologySemiconductors Bull NASDAQaccelerators, backlog, custom silicon, Free Cash Flow, Networking
Oct 28, 2025Fund LettersRahul NarangNVDA US NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI compute, backlog, CUDA, data center, hyperscalers, Networking

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