Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 28, 2025Fund LettersRahul NarangALAB US Astera Labs, Inc. Information TechnologySemiconductors Bull NASDAQAI infrastructure, Connectivity, CXL, data centers, hyperscalers, PCIe
Oct 28, 2025Fund Letters-CRTA LN Cirata plc Information TechnologyApplication Software Bear NYSEBookings, cash burn, Data-integration, divestiture, Execution, growth, Tax-loss
Oct 28, 2025Fund LettersSamer HakouraFFH CN Fairfax Financial Holdings Limited FinancialsProperty & Casualty Insurance Bull TSXAllocation, Book Value, buybacks, combined ratio, Earnings-quality, ROE, underwriting
Oct 28, 2025Fund LettersSamer HakouraCCOI Cogent Communications Holdings, Inc. Communication ServicesAlternative Carriers Bull NASDAQbacklog, Conversions, EBITDA, Execution, Installations, Margins, Wavelengths
Oct 28, 2025Fund LettersSamer HakouraTVK CN TerraVest Industries Inc. EnergyIndustrial Machinery Bull TSXcross-selling, Defense, Financing-costs, Hydrogen, Integration, M&A, Reinvestment
Oct 28, 2025Fund LettersSamer HakouraMRO LN Melrose Industries PLC IndustrialsAerospace & Defense Bull NYSEAerospace, annuity, Free Cash Flow, Margins, rerating, restructuring, Rrsps
Oct 28, 2025Fund LettersSamer HakouraBN Brookfield Corporation FinancialsAlternative Asset Management Bull NYSEAlternatives, buybacks, data centers, duration, Free Cash Flow, Fundraising, Insurance, renewables
Oct 28, 2025Fund LettersSamer HakouraGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQantitrust, backlog, CapEx, cloud, compounding, efficiency, Margins, monetization
Oct 28, 2025Fund LettersScott RosenthalWPP LN WPP PLC Communication ServicesAdvertising Bull NYSEadvertising, AI, Digital, restructuring, transformation, turnaround, valuation
Oct 28, 2025Fund LettersTim HarrisBJ UN BJ’s Wholesale Club Holdings Inc. Consumer DiscretionaryFood Retail Bull NYSEconsumer staples, Membership, Pricing power, retail, Warehouse
Oct 28, 2025Fund LettersTim HarrisITT UN ITT Inc. IndustrialsMachinery Bull NYSEAerospace, capital allocation, EVs, Industrials, machinery
Oct 28, 2025Fund LettersTim HarrisBRKR UN Bruker Corp. Health CareLife Sciences Tools & Services Bear NASDAQFunding cuts, instruments, life sciences, R&D
Oct 28, 2025Fund LettersTim HarrisGLOB UN Globant S.A. Information TechnologyIT Consulting & Services Bear NYSEAI services, Digital transformation, It consulting, Software
Oct 28, 2025Fund LettersTim HarrisFOUR UN Shift4 Payments Inc. Information TechnologyIT Services Bull NYSEFintech, hospitality, organic growth, Payments
Oct 28, 2025Fund LettersTim HarrisWMS UN Advanced Drainage Systems Inc. IndustrialsBuilding Products Bull NYSEconstruction, Stormwater, Sustainability, Water infrastructure
Oct 28, 2025Fund LettersTim HarrisANET UN Arista Networks Inc. Information TechnologyCommunications Equipment Bull NYSEAI, cloud, data centers, hyperscalers, Networking
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

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