Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 24, 2025Fund LettersTom PressMDB MongoDB Inc. Information TechnologyApplication Software Bull NASDAQcloud, Databases, Developers, FCF, growth, infrastructure, recurring revenue, Retention, SaaS, Software
Oct 24, 2025Fund LettersTom PressAPP AppLovin Corporation Communication ServicesInteractive Media & Services Bull NASDAQadtech, advertising, AI, Data, growth, Margins, Mobile, monetization, Software, valuation
Oct 24, 2025Fund LettersTom PressAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQbuybacks, cashflow, Consumer tech, Ecosystem, growth, Hardware, innovation, Margins, recurring revenue, services
Oct 24, 2025Fund LettersTom PressNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, Computing, data centers, FCF, GPUs, hyperscalers, innovation, Margins, semiconductors, Software
Oct 24, 2025Fund LettersAaron EdelheitCAN Cantrip Beverages Information TechnologyBeverages Bull -Beverages, Brand, Cannabis, capital discipline, Distribution, efficiency, growth, valuation
Oct 24, 2025Fund LettersAaron EdelheitGLASF Glass House Brands Inc. Health CareCannabis Bull -California, Cannabis, Liquidity, Listing, Reform, vertical integration, visibility, Wholesale
Oct 24, 2025Fund LettersAaron EdelheitVREOF Vireo Health International Inc. Health CareCannabis Bull -acquisition, Cannabis, EBITDA growth, legalization, Minnesota, Reform, undervaluation, vertical integration
Oct 24, 2025Fund LettersAchilleas TaxildarisCARR Carrier Global Corporation IndustrialsBuilding Products Bear NYSEBuilding, Cyclicality, Demand, Housing, HVAC, Interest rates, Margins, recovery
Oct 24, 2025Fund LettersAchilleas TaxildarisGE GE Aerospace IndustrialsAerospace & Defense Bull NYSEAerospace, backlog, cashflow, Defense, Engines, growth, services
Oct 24, 2025Fund LettersAchilleas TaxildarisTMO Thermo Fisher Scientific Health CareLife Sciences Tools & Services Bull NYSEdiagnostics, FCF, innovation, life sciences, Margins, Pricing, recurring revenue
Oct 24, 2025Fund LettersAchilleas TaxildarisAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, backlog, data centers, growth, hyperscalers, Margins, Networking, semiconductors
Oct 24, 2025Fund LettersAlex KopelSPOT Spotify Technology S.A. Communication ServicesEntertainment Bear NYSEadvertising, ARPU, Audio, Automation, Competition, Margins, Podcasts, Streaming, valuation
Oct 24, 2025Fund LettersAlex KopelTSLA Tesla Inc. Consumer DiscretionaryAutomobiles Bull NASDAQAI, Automation, Autonomy, Data, energy storage, EV, innovation, manufacturing, Margins, robotics
Oct 24, 2025Fund LettersBrandon BeyloNEWP New Pacific Metals Corp. MaterialsMetals & Mining Bull TSXBolivia, Breakout, IRR, Mining, Permitting, Silver
Oct 24, 2025Fund LettersBrandon BeyloCORZ Core Scientific Inc. Information TechnologyData Infrastructure Bull NASDAQBreakout, Digital Assets, HPC, infrastructure, Mining, turnaround
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

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: