Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 23, 2025SubstackToff CapHCO.PA HighCo Communication ServicesAdvertising Agencies Bull -Acquisitions, BudgetBox, couponing, data-driven promotions, Digital transformation, French market, operating margin, retail media, Sogec, structural retail shifts
Oct 23, 2025SubstackPillars and ProfitsSHB-A.ST Svenska Handelsbanken AB FinancialsBanks - Diversified Neutral -banking, Decentralization, Digital transformation, efficiency, growth, Nordic banks, Oktogonen, profitability, risk management, Svenska Handelsbanken
Oct 22, 2025Fund LettersGeorge BoltonBIDU Baidu, Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, Autonomous, China, cloud, Commercialization, innovation, mobility, robotics, scale
Oct 22, 2025Fund LettersGeorge BoltonBABA Alibaba Group Holding Limited Consumer DiscretionaryBroadline Retail Bull New York Stock ExchangeAI, CapEx, China, cloud, data centers, Digitalization, ecommerce, infrastructure, investment
Oct 22, 2025Fund LettersGeorge BoltonSNOW Snowflake Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, analytics, cloud, Consumption, Data, Ecosystem, enterprise, innovation, Multi Cloud
Oct 22, 2025Fund LettersGeorge BoltonAMD Advanced Micro Devices, Inc. Information TechnologySemiconductors Bull NASDAQAI, CapEx, CPUs, datacenter, GPUs, Inflection, marketshare, Partnerships, semiconductors
Oct 22, 2025Value Investors ClubcompoundingyodaMIR Mirion Technologies Inc IndustrialsCommercial Services & Supplies Bear New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 22, 2025Value Investors Clubtodd1123AEVA Aeva Technologies Information TechnologySoftware Bull NASDAQcloud, Digital platforms, Enterprise software, IT services, Software, technology
Oct 22, 2025Fund LettersDave WatersCBL CBL & Associates Properties Real EstateRetail REIT Bull NYSEdeleveraging, Distributions, FFO, Float, Malls, Refinancing, Retail real estate
Oct 22, 2025Fund LettersDave WatersNLOP Net Lease Office Properties Real EstateOffice REIT Bull NYSEasset sales, cap rate, deleveraging, Dispositions, NAV discount, Office, REIT
Oct 22, 2025Fund LettersDave WatersMCB LN McBride plc FinancialsHousehold Products Bull NYSEdividend, Europe, Margins, Private-label, rerating, takeover, valuation
Oct 22, 2025Fund LettersDave WatersFTLF FitLife Brands Consumer StaplesPersonal Products Bull NASDAQacquisition, brand portfolio, consolidation, Distribution, Execution, Free Cash Flow, Roll-up
Oct 22, 2025Fund LettersDave WatersZEG LN Zegona Communications Communication ServicesWireless Telecommunication Services Bull NYSEasset sales, deleveraging, Fiber, monetization, Multiple arbitrage, Re-rating, Special dividend
Oct 22, 2025Fund LettersJonathan ReichekAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, dividends, growth, Margins, Networking, semiconductors, Software
Oct 22, 2025Fund LettersJonathan ReichekFERG Ferguson plc IndustrialsTrading Companies & Distributors Bull NYSEcashflow, Distribution, HVAC, infrastructure, M&A, Margins, Plumbing
Oct 22, 2025Fund LettersJordan McNameeMEDP Medpace Holdings Inc. Health CareContract Research Organization Bull NASDAQBiotech, capital allocation, Cro, FCF, founder-led, growth, Margins, share repurchase
Oct 22, 2025Fund LettersJordan McNameeCVNA Carvana Co. Consumer DiscretionaryAutomotive Retail Bull NYSEAuto retail, e-commerce, FCF, growth, leverage, Margins, scale
Oct 22, 2025Fund LettersJordan McNameeTDUP ThredUp Inc. Consumer DiscretionaryOnline Retail Bull NASDAQCircular economy, Customer Acquisition, e-commerce, growth, Margins, Resale, Sustainability
Oct 22, 2025Fund LettersJordan McNameeW Mattress Firm Group Inc. Consumer DiscretionaryE-Commerce Bull NYSEcash flow, e-commerce, Home goods, Housing recovery, margin expansion, profitability, Scalability
Oct 22, 2025Fund LettersJulien AlbertiniCRM Salesforce, Inc. Information TechnologyApplication Software Bull NYSEAI, Cross-sell, Free Cash Flow, guidance, Margins, Retention, SaaS

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: