Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 21, 2025Fund LettersH. George DaiAORT Artivion Inc. Health CareMedical Devices Bull NYSEAortic, cardiovascular, Devices, guidance, operating leverage, pipeline, Stent graft
Oct 21, 2025Fund LettersH. George DaiPI Impinj Inc. Information TechnologySemiconductor Equipment Bull NASDAQAdoption, Endpoints, Item-level tracking, operating leverage, Readers, RFID, supply chain
Oct 21, 2025Fund LettersJason WolfUTG Unite Group plc Real EstateResidential REIT Bull NYSENAV discount, REIT, student housing, Universities, valuation
Oct 21, 2025Fund LettersJason WolfCHMP Champion Homes (Skyline Champion Corp.) IndustrialsHomebuilding & Manufactured Housing Bull NYSEaffordability, Housing, manufacturing, Regulation, vertical integration
Oct 21, 2025Fund LettersJeffrey KolitchFND Floor & Decor Holdings Inc. Consumer DiscretionaryHome Improvement Retail Bull NYSEearnings, expansion, Housing, Margins, Remodeling, retail, valuation
Oct 21, 2025Fund LettersJeffrey KolitchAAON AAON Inc. IndustrialsBuilding Products Bull NASDAQdata centers, efficiency, growth, HVAC, Industrials, innovation, Margins
Oct 21, 2025Fund LettersJeffrey KolitchWYNN Wynn Resorts Limited Consumer DiscretionaryCasinos & Gaming Bull NASDAQCasinos, growth, Macau, resorts, Tourism, uae, valuation
Oct 21, 2025Fund LettersJeffrey SmithTRIP Tripadvisor Inc. Consumer DiscretionaryOnline Travel Services Bull NASDAQActivism, AI data, Experiences, Governance, margin expansion, spin-off, valuation
Oct 21, 2025Fund LettersMatthew FineAC AC Ayala Corporation IndustrialsDiversified Holdings Bull Philippine Stock Exchangeassets, buybacks, conglomerate, Emerging markets, Philippines, valuation
Oct 21, 2025Fund LettersMatthew FineROG Rogers Corporation Information TechnologyElectronic Components Bull NYSEActivism, electronics, EV, Margins, materials, restructuring
Oct 21, 2025Fund LettersMatthew FineBOISE Boise Cascade Co. OtherBuilding Materials Bull NYSEBuilding materials, cash, consolidation, Housing, valuation
Oct 21, 2025Fund LettersMatthew FineDBK Deutsche Bank AG FinancialsBanks Bull -banking, capital return, restructuring, ROE, turnaround
Oct 21, 2025Fund LettersMatthew FineOR Old Republic International Corp. MaterialsProperty & Casualty Insurance Bull NYSEcapital return, Insurance, turnaround, underwriting, valuation
Oct 21, 2025Fund LettersMatthew FineHBR Harbour Energy plc EnergyOil & Gas Exploration & Production Bull NYSEcash flow, Gas, North sea, oil, Regulation, Taxation
Oct 21, 2025Fund LettersMatthew FineLUN Lundin Mining Corp. MaterialsCopper & Gold Mining Bull NYSEcash flow, Copper, Gold, Hedge, Mining, Operations
Oct 21, 2025Fund LettersMatthew FineCS CCO Capstone Copper Corp. MaterialsCopper Mining Bull NYSEChile, Copper, expansion, FCF, Production, Supply, valuation
Oct 21, 2025Fund LettersMichael E. SchroerTSEM Tower Semiconductor Ltd. Information TechnologySemiconductors Bull NASDAQAI, data centers, diversification, Foundry, growth, Photonics, semiconductors
Oct 21, 2025Fund LettersNick GreenwoodAERI Aquila European Renewables plc FinancialsRenewable Energy Infrastructure Bull NYSEenergy transition, infrastructure, NAV discount, Portfolio sale, renewables, yield
Oct 21, 2025Fund LettersNick GreenwoodPRSR PRS REIT plc Real EstateResidential REIT Bull NYSEActivism, Corporate action, Housing, NAV discount, REIT, takeover
Oct 21, 2025Fund LettersBrian AngerameRBLX Roblox Corporation Communication ServicesInteractive Home Entertainment Bull NYSEadvertising, Creator economy, Engagement, growth, monetization, network effects, UGC

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