Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 22, 2025Short ThesisDF ResearchRXO RXO, Inc IndustrialsTrucking—NYSEDigital Freight, Asset-Light, Margin Compression, Valuation Disconnect, Earnings Quality, Integration Risk
Oct 22, 2025SubstackRijnberk Invest InsightsAXP American Express FinancialsCredit Services Bull -American Express, closed-loop payments network, credit performance, fee-based products, financial services, Long-term compounder, Millennials and Gen Z, Platinum card refresh, premium cards, Revenue Growth
Oct 21, 2025Value Investors ClubTheSkepticCCO Clear Channel Outdoor IndustrialsCommercial Services & Supplies Bull New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 21, 2025Value Investors Cluballrisknoreward3017 TT Asia Vital Components (AVC) IndustrialsCommercial Services & Supplies Bull New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 21, 2025Value Investors CluballrisknorewardTHLEF Thales SA IndustrialsCommercial Services & Supplies Bull Euronext Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Oct 21, 2025Fund LettersAlan R.ChristensenINTU Intuit Inc. Information TechnologyApplication Software Bear NASDAQAutomation, Deceleration, guidance, SMB, Software, valuation
Oct 21, 2025Fund LettersAlan R.ChristensenTSM Taiwan Semiconductor Manufacturing Company Information TechnologySemiconductors Bull NYSEAI, Capacity, Foundry, growth, Margins, Pricing, semiconductors
Oct 21, 2025Fund LettersAlan R.ChristensenASML NA ASML Holding N.V. Information TechnologySemiconductor Equipment Bull Euronext Stock ExchangeAI, backlog, Equipment, Euv, Margins, Monopoly, semiconductors
Oct 21, 2025Fund LettersAlan R.ChristensenNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, datacenter, GPUs, growth, leadership, Margins, semiconductors
Oct 21, 2025Fund LettersAlan R.ChristensenMSFT Microsoft Corporation Information TechnologySystem Software Bull NASDAQAI, buybacks, cloud, enterprise, growth, Margins, Software
Oct 21, 2025Fund LettersArt DeGaetanoPFF iShares Preferred & Income Securities ETF OtherPreferred Securities Bull NYSEcredit spreads, financials, Fixed-to-float, interest rate risk, Preferreds, yield
Oct 21, 2025Fund LettersArt DeGaetanoT US Treasury Securities Communication ServicesTreasuries & Agencies Bull Bolsas y Mercados Españoles (Madrid)Convexity, Credit balance, Defensive positioning, duration, Fixed income rotation, Treasuries, yield
Oct 21, 2025Fund LettersBryan BarrettPBH Prestige Consumer Healthcare Health CarePharmaceuticals Bull NYSEAcquisitions, brands, cashflow, consumer, healthcare, OTC, pharmaceuticals
Oct 21, 2025Fund LettersBryan BarrettGLOB Globant S.A. Information TechnologyIT Services Bull NYSEAI, Consulting, Digital transformation, growth, IT services, recovery, valuation
Oct 21, 2025Fund LettersCassandra A. HardmanSUZUKI Suzuki Motor Corp. OtherAutomobiles Bull NYSEautomotive, Consumption, Gst cuts, Margins, Policy stimulus
Oct 21, 2025Fund LettersCassandra A. HardmanPROS Prosus N.V. OtherInternet & Direct Marketing Retail Bull Euronext Stock ExchangeAI, Ecosystem, Internet, NAV discount, restructuring, Tencent
Oct 21, 2025Fund LettersCassandra A. HardmanSDZ Sandoz Group Ltd. Health CarePharmaceuticals Bull Swiss ExchangeBiosimilars, Generics, GLP-1, growth, pharmaceuticals, pipeline
Oct 21, 2025Fund LettersCassandra A. HardmanUCB UCB S.A. FinancialsBiotechnology Bull Shanghai Stock ExchangeBimzelx, Biotech, capacity expansion, Hs, Immunology, pipeline
Oct 21, 2025Fund LettersCassandra A. HardmanTSM Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductors Bull NYSEAI, Capacity, Foundry, HPC, Pricing power, semiconductors
Oct 21, 2025Fund LettersCassandra A. HardmanADYEN Atlassian Corp. Information TechnologyApplication Software Bear NASDAQAI, cloud migration, Collaboration, growth, SaaS, Software

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: