Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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, 2025SubstackDavid VerlanderAERG Applied Energetics Information TechnologyScientific & Technical Instruments Bull -Applied Energetics, customer discussions, defense technology, investment thesis, market perception, outdoor demonstration, Partnerships, stock re-rating, technical milestones, ultra-short pulse laser
Oct 27, 2025Twitter / X@MinusCherryVRSN VeriSign, Inc. Information TechnologyInternet Services & Infrastructure Bear NASDAQAdsense, Dns, Domains, Own Ceo, Parked, Parked Domains, Vic, Vrsn
Oct 27, 2025Twitter / X@secretlyaninjaVIRT Virtu Financial, Inc. FinancialsCapital Markets Bull NASDAQCrypto, Exchanges, Mid-cycle, Mil, process control, VIRT, Virt Has, Virtu
Oct 27, 2025Twitter / X@A_May_MDNTLA Intellia Therapeutics, Inc. Health CareBiotechnology Bear NASDAQBiotech, Gene Editing, Law, Not Acceptable, Programs, Safe, These Drugs, These Programs
Oct 27, 2025Twitter / X@justfactstruthGLNG Golar LNG Limited EnergyOil & Gas Storage & Transportation Bull NASDAQArgentina, Commodity Linked Upside, Coverage Buy, Flng, Golar, LNG, Logistics, Mmbtu
Oct 27, 2025Twitter / X@dede_eyesanASUR Grupo Aeroportuario del Sureste, S.A.B. de C.V. IndustrialsAirport Services Bull BMVAirport, Airports, American, Asur, Latin, Latin American, Other Latin, process control
Oct 27, 2025Value Investors Clubazia1621SMSI Smith Micro Software, Inc. Information TechnologySoftware Bull NASDAQcloud, Digital platforms, Enterprise software, IT services, Software, technology
Oct 27, 2025Value Investors Clubrosie918GNK Genco Shipping & Trading Ltd. IndustrialsCommercial Services & Supplies Bull New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 27, 2025Value Investors ClubdafreddyFND Floor & Decor Holdings, Inc. FinancialsBanks Bull New York Stock Exchangebanking, Credit, Deposits, financial services, Interest rates, Lending
Oct 27, 2025Value Investors ClubWoodrowDFH Dream Finders Homes, Inc. IndustrialsCommercial Services & Supplies Bear New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 27, 2025Value Investors Clubcasper719NETD Nabors Energy Transition Corp II IndustrialsCommercial Services & Supplies Bull NASDAQindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 27, 2025Value Investors ClubcoppercreekZMDTF Zoomd Technologies Ltd FinancialsBanks Bull -banking, Credit, Deposits, financial services, Interest rates, Lending
Oct 27, 2025Value Investors ClubahnuldLCX Lycos Energy Inc. IndustrialsCommercial Services & Supplies Bull New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 27, 2025Fund LettersMordechai YavnehSIMO Silicon Motion Technology Corp. Information TechnologySemiconductors Bull NASDAQAI, Controllers, growth, market share, Memory, Nand, semiconductors, undervalued
Oct 27, 2025Fund LettersMordechai YavnehKCN AU Kingsgate Consolidated Ltd MaterialsPrecious Metals Bull NYSEcash flow, Commodities, Cost Reduction, Gold, leverage, Mining, profitability, undervalued
Oct 27, 2025Fund LettersMurray StahlMESABI Mesabi Trust MaterialsIron & Steel Bull NYSEarbitration, inflation, Iron, materials, Royalty, Steel, valuation

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: