Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 24, 2025Fund LettersBrandon BeyloBTBT Bit Digital Inc. FinancialsSoftware & Services Bull NASDAQAI, Bitcoin, Breakout, data centers, infrastructure, Mining
Oct 24, 2025Fund LettersBrandon BeyloCAN Canaan Inc. Information TechnologySemiconductors Bull NASDAQBitcoin, Breakout, Mining, Momentum, semiconductors, Speculative
Oct 24, 2025Fund LettersChad MeadeZD Ziff Davis, Inc. Communication ServicesDigital Media Bull NASDAQcloud services, digital media, FCF, M&A, Margins, organic growth
Oct 24, 2025Fund LettersChad MeadeHALO Halozyme Therapeutics, Inc. Health CareBiotechnology Bull NASDAQdrug delivery, FCF, guidance, Partners, platform, royalties
Oct 24, 2025Fund LettersChad MeadeMDGL Madrigal Pharmaceuticals, Inc. Health CareBiotechnology Bull NASDAQGLP-1, growth, Launch, MASH, pipeline, valuation
Oct 24, 2025Fund LettersChad MeadeALGN Align Technology, Inc. Health CareHealth Care Supplies Bear NASDAQAsp, Competition, Demand, Dental, Mix, Pricing
Oct 24, 2025Fund LettersChad MeadeSPT Sprout Social, Inc. Information TechnologyApplication Software Bull NASDAQenterprise, guidance, Margins, recurring revenue, Retention, SaaS
Oct 24, 2025Fund LettersChad MeadeALIT Alight, Inc. Information TechnologyData Processing & Outsourced Services Bear NYSEBookings, deleveraging, Execution, guidance, Outsourcing, Retention
Oct 24, 2025Fund LettersChad MeadeCCSI Consensus Cloud Solutions Inc. Information TechnologySoftware Bull NASDAQacquisition, FCF, healthcare, Margins, recurring revenue, Software, turnaround, valuation
Oct 24, 2025Fund LettersChad MeadeZENAS Zenas BioPharma Inc. Health CareBiotechnology Bull -Autoimmune, Biotech, Commercialization, Financing, Immunology, Phase 3, Trials
Oct 24, 2025Fund LettersChad MeadeTPB Turning Point Brands Inc. Consumer StaplesTobacco Products Bull NYSEConsumer products, growth, innovation, Margins, market share, Nicotine, profitability, tobacco
Oct 24, 2025Fund LettersChad MeadeKEX Kirby Corp. IndustrialsMarine Transportation Bull NYSEcash flow, compounder, energy, Logistics, Marine, Petrochemicals, Transportation, Utilization
Oct 24, 2025Fund LettersChad MeadeSPT Sprout Social Inc. Information TechnologySoftware Bull NASDAQAdoption, enterprise, FCF, growth, guidance, Margins, Marketing, SaaS
Oct 24, 2025Fund LettersChad MeadeALIT Alight Inc. Information TechnologyHuman Capital Software Bear NYSEAI integration, Execution, HCM, Margin recovery, Retention, Software, transformation, valuation
Oct 24, 2025Fund LettersChris WelchRVTY Revvity Inc. Health CareLife Sciences Tools & Services Bull NYSEbiopharma, diagnostics, life sciences, Margins, R&D, valuation
Oct 24, 2025Fund LettersChris WelchCOO Cooper Companies Inc. Health CareMedical Devices Bull NYSEContact lenses, Fertility, Health Care, Margins, scale, secular growth
Oct 24, 2025Fund LettersChris WelchTTC The Toro Company Consumer DiscretionaryMachinery Bull NYSEInventory, Landscaping, machinery, Margins, Pricing power, recovery
Oct 24, 2025Fund LettersChris WelchHII Huntington Ingalls Industries Inc. IndustrialsAerospace & Defense Bull NYSEbacklog, cash flow, Defense, Labor, Margins, Shipbuilding
Oct 24, 2025Fund LettersChris WelchCIEN Ciena Corp. Information TechnologyNetworking Equipment Bull NYSEAI, data centers, earnings growth, hyperscale, Margins, Networking
Oct 24, 2025Fund LettersChris WelchFTAI FTAI Infrastructure Inc. IndustrialsTransportation Infrastructure Bull NASDAQacquisition, assets, Freight, infrastructure, Rail, Transportation

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