Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 24, 2025Fund LettersEric MintzZWS Zurn Elkay Water Solutions IndustrialsBuilding Products Bull NYSEBuilding, growth, infrastructure, Margins, Sustainability, tariffs, Water
Oct 24, 2025Fund LettersEric MintzPRM Perimeter Solutions MaterialsSpecialty Chemicals Bull NYSEcashflow, Chemicals, Contracts, Fire Safety, growth, M&A, visibility
Oct 24, 2025Fund LettersEric MintzPI Impinj Inc. Information TechnologySemiconductor Equipment Bull NASDAQgrowth, Logistics, Margins, retail, RFID, semiconductors, technology
Oct 24, 2025Fund LettersEric MintzRMBS Rambus Inc. Information TechnologySemiconductors Bull NASDAQAI, growth, hyperscalers, Margins, Memory, semiconductors, transformation
Oct 24, 2025Fund LettersEvan D. FoxSNSA Sensata Technologies Holding plc OtherElectronic Components Bull NYSEautomotive, Electrification, EV, management, Margins, recovery, Sensors, valuation
Oct 24, 2025Fund LettersEvan D. Fox1910 HK Samsonite International S.A. Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull NYSEBrand, Demand, Leisure, Pricing power, recovery, tariffs, Travel, valuation
Oct 24, 2025Fund LettersEvan D. FoxCNXN Concentrix Corporation Information TechnologyData Processing & Outsourced Services Bear NASDAQAI, BPO, Cost pressures, Margins, Outsourcing, recovery, tariffs, valuation
Oct 24, 2025Fund LettersEvan D. FoxORION Orion S.A. MaterialsChemicals Bear Euronext Stock ExchangeCarbon black, EV, materials, Pricing, recovery, Reshoring, tariffs, Tires
Oct 24, 2025Fund LettersEvan D. FoxHAS Hays PLC IndustrialsProfessional Services Bear NYSECyclicality, Employment, labor market, Margins, Recruitment, Staffing, valuation
Oct 24, 2025Fund LettersEvan D. FoxSCS Steelcase Inc. Consumer DiscretionaryCommercial Services & Supplies Bull NYSEacquisition, consolidation, furniture, Hybrid work, M&A, Office, premium, recovery
Oct 24, 2025Fund LettersEvan D. FoxAAP Advance Auto Parts Consumer DiscretionarySpecialty Retail Bull NYSEAuto parts, Cost control, debt, Liquidity, Margins, profitability, restructuring, turnaround
Oct 24, 2025Fund LettersEvan D. FoxRESI Resideo Technologies Real EstateElectrical Components & Equipment Bull NYSEbalance sheet, cashflow, Catalyst, Home automation, Housing, restructuring, spin-off, valuation
Oct 24, 2025Fund LettersJames EnglandLASR nLIGHT, Inc. Information TechnologyElectronic Components Bull NASDAQDefense, Lasers, leverage, Margins, Programs, TAM
Oct 24, 2025Fund LettersJames EnglandPL Planet Labs PBC IndustrialsAerospace & Defense Bull NYSEAddressable market, Data, Defense, Earth imaging, operating leverage, valuation
Oct 24, 2025Fund LettersJames EnglandKRNT Kornit Digital Ltd. IndustrialsElectronic Equipment, Instruments & Components Bull NASDAQAddressable market, Digital printing, Margins, recovery, Sustainability, valuation
Oct 24, 2025Fund LettersJames EnglandPRGO Perrigo Company plc Health CarePharmaceuticals Bull NYSEExecution, Margins, ROIC, Self-care, turnaround, valuation
Oct 24, 2025Fund LettersJames EnglandHNST The Honest Company Inc. Consumer StaplesPersonal Products Bull NASDAQBrand, consumer, Distribution, guidance, Margins, recovery
Oct 24, 2025Fund LettersJason L. WhiteWAY Waystar Holding Corp. Health CareHealth Care Technology Bull NASDAQAI, Automation, Healthcare IT, Revenue cycle, Roi, Switching, Workflow
Oct 24, 2025Fund LettersJason L. WhiteWING Wingstop Inc. Consumer DiscretionaryRestaurants Bull NASDAQadvertising, Franchising, Loyalty, operational efficiency, ROIC, Unit growth
Oct 24, 2025Fund LettersJason L. WhitePRCT PROCEPT BioRobotics Corp. Health CareMedical Devices Bull NASDAQBPH, Clinical evidence, growth, leadership, Margins, Medical robotics

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