Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 24, 2025Fund LettersChris WelchDCO Ducommun Inc. IndustrialsAerospace & Defense Bull NYSEAerospace, backlog, Boeing, Defense, leverage, Missiles, Production
Oct 24, 2025Fund LettersChris WelchUSLM United States Lime & Minerals Inc. MaterialsConstruction Materials Bull NASDAQconstruction, Demand, Industrial materials, infrastructure, Pricing, Revenue Growth
Oct 24, 2025Fund LettersChris WelchRRR Red Rock Resorts Inc. Consumer DiscretionaryCasinos & Gaming Bull NASDAQCasinos, Demographics, EBITDA, Free Cash Flow, Las Vegas, Margins
Oct 24, 2025Fund LettersChris WelchLEU Centrus Energy Corp. MaterialsUranium & Nuclear Fuel Bull NYSEAI, electricity demand, Energy independence, Enrichment, HALEU, Nuclear, uranium
Oct 24, 2025Fund LettersChris WelchCOOP Mr. Cooper Group Inc. Health CareMortgage Finance Bull NASDAQacquisition, Housing, Interest rates, Mortgage, Refinancing, ROE
Oct 24, 2025Fund LettersChris WelchHII Huntington Ingalls Industries IndustrialsAerospace & Defense Bull NYSEbacklog, cashflow, Defense, Labor, Margins, Navy, Shipbuilding
Oct 24, 2025Fund LettersChris WelchWCC WESCO International IndustrialsElectrical Components & Equipment Bull NYSEdata centers, Distribution, Electrification, growth, infrastructure, Margins, utilities
Oct 24, 2025Fund LettersChris WelchCIEN Ciena Corporation Information TechnologyCommunications Equipment Bull NYSEAI, Data, growth, hyperscalers, infrastructure, Margins, Networking
Oct 24, 2025Fund LettersChristian RytherFTRE Fortrea Holdings Inc. Health CareLife Sciences Tools & Services Bull NASDAQCro, life sciences, Margin recovery, restructuring, spin-off, turnaround
Oct 24, 2025Fund LettersChristian RytherTHNC CN Thinkific Labs Inc. Information TechnologyEducational Software Bull NYSEARPU, cash flow, Customer focus, Edtech, growth, Pivot, SaaS
Oct 24, 2025Fund LettersChristian RytherGETB GB GetBusy plc Information TechnologyDocument Management Software Bull NYSEDocument management, growth, insider buying, recurring revenue, SaaS, small-cap
Oct 24, 2025Fund LettersChristian RytherKTB Kontoor Brands Inc. Consumer DiscretionaryApparel Manufacturing Bull NYSEacquisition, Apparel, Brand management, capital allocation, cash flow, dividends, EPS growth
Oct 24, 2025Fund LettersChristian RytherENH Enhabit Inc. FinancialsHome Health Care Services Bear NYSEheadwinds, Margins, Medicare, Policy risk, Regulation, Reimbursement, valuation
Oct 24, 2025Fund LettersChuck BathZTS Zoetis Inc. Health CarePharmaceuticals Bull NASDAQAnimal Health, growth, innovation, Pets, pharmaceuticals, pipeline, valuation
Oct 24, 2025Fund LettersChuck BathFDX FedEx Corporation IndustrialsAir Freight & Logistics Bull NYSEcost-cutting, Freight, Logistics, Margins, restructuring, spin-off, Transportation
Oct 24, 2025Fund LettersClayton FreemanJNJ Johnson & Johnson Health CarePharmaceuticals Bull NYSEdividends, Immunology, litigation, Loe, Oncology, pipeline
Oct 24, 2025Fund LettersClayton FreemanDHI D.R. Horton Inc. Consumer DiscretionaryHomebuilding Bull NYSEaffordability, buybacks, homebuilding, Margins, ROIC, Sunbelt demand
Oct 24, 2025Fund LettersClayton FreemanICE Intercontinental Exchange Inc. FinancialsFinancial Exchanges & Data Bull NYSEbuybacks, Data, deleveraging, Exchanges, recurring revenue, Volatility
Oct 24, 2025Fund LettersClayton FreemanKVUE Kenvue Inc. Consumer StaplesPersonal Care Products Bull NYSEBrand investment, cash flow, dividend, litigation, Margins, restructuring
Oct 24, 2025Fund LettersClayton FreemanLBRDK Liberty Broadband Corp. Communication ServicesCable & Satellite Bull NASDAQARPU, buybacks, cable, deleveraging, Holdco discount, merger

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