Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
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. WhiteTDY Teledyne Technologies Inc. Information TechnologyAerospace & Defense / Electronic Instruments Bull NYSEAutomation, Defense, EPS growth, Free Cash Flow, Imaging, M&A, Sensors
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
Oct 24, 2025Fund LettersJason L. WhiteLSEG LN London Stock Exchange Group plc FinancialsFinancial Exchanges & Data Bull NYSEAi partnership, financial data, Moat, monetization, Pricing pressure, risk management
Oct 24, 2025Fund LettersJason L. WhiteASND Ascendis Pharma A/S Health CareBiotechnology Bull NASDAQBiotech, innovation, Launch uptake, pipeline, platform, Revenue visibility
Oct 24, 2025Fund LettersJason L. WhitePSTG Pure Storage Inc. Information TechnologyComputer Hardware Bull NYSEAll-flash storage, ARR, Cost efficiency, hyperscalers, market share, Subscriptions
Oct 24, 2025Fund LettersJason L. WhiteMOD Modine Manufacturing Co. Consumer DiscretionaryElectrical Components & Equipment Bull NYSEAI infrastructure, Capacity growth, hyperscale, margin expansion, secular tailwinds, thermal management
Oct 24, 2025Fund LettersJeffrey GermainSMC JP SMC Corporation EnergyMachinery Bull NYSEAutomation, balance sheet, Industrials, manufacturing, Margins, Pneumatics, Value
Oct 24, 2025Fund LettersMike C. MarzolfPATK Patrick Industries Inc. Consumer DiscretionaryBuilding Products Bull NASDAQHousing, manufacturing, Outsourcing, recovery, RV, tariffs, valuation
Oct 24, 2025Fund LettersPatricia Ribeiro688008 CH Montage Technology Co. Ltd. Information TechnologySemiconductors Bull Shanghai Stock ExchangeAI, Chips, data centers, growth, Ics, Networking, semiconductors
Oct 24, 2025Fund LettersPatricia Ribeiro2308 TT Delta Electronics Inc. Information TechnologyElectrical Equipment Bull NYSEAI, Electrification, Energy systems, EVs, growth, Industrials, Power
Oct 24, 2025Fund LettersRakesh BordiaARK FP Arkema S.A. MaterialsChemicals Bear Euronext Stock ExchangeAcquisitions, Chemicals, Demand, inflation, leadership, Margins, specialty materials
Oct 24, 2025Fund LettersRakesh BordiaDTG GR Daimler Truck Holding AG OtherAutomobiles Bear -automotive, dividends, Electrification, Europe, Hydrogen, tariffs, trucks
Oct 24, 2025Fund LettersRakesh BordiaBABA Alibaba Group Holding Ltd. Consumer DiscretionaryE-Commerce Bull NYSEAI, China, cloud, Consumption, e-commerce, growth, restructuring, valuation

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