Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 21, 2025Fund LettersTim EriksenPHIG PHI Group Inc. FinancialsAerospace & Defense Services Bull Dubai Financial MarketAviation, deleveraging, Margins, Oil & Gas, restructuring, turnaround
Oct 21, 2025Fund LettersTim EriksenENDI ENDI Corp. FinancialsAsset Management & Custody Banks Bull -asset management, AUM, fixed income, Liquidity, Margins, valuation
Oct 21, 2025Fund LettersTim EriksenSODI Solitron Devices Inc. Information TechnologyAerospace & Defense Bull -Amraam, backlog, Contracts, Defense, Himars, margin expansion, semiconductors
Oct 21, 2025Fund LettersTimothy M. DoyleSABR Sabre Corp. Information TechnologyTravel Technology Bull NASDAQBonds, Collateral, credit quality, deleveraging, Free Cash Flow, Software, Travel
Oct 21, 2025Fund LettersVic CunninghamROG Rogers Corporation Information TechnologyElectronic Components Bull NYSEActivism, Electronic materials, growth, Ip, Margins, restructuring
Oct 21, 2025Fund LettersVic CunninghamBOISE Boise Cascade Co. OtherBuilding Materials Bull NYSEBuilding materials, cash, consolidation, Housing, recovery
Oct 21, 2025Fund LettersVic CunninghamAMBC Ambac Financial Group Inc. FinancialsInsurance Brokers & Services Bull NYSEacquisition, Capital-light, Insurance, Mga, Tax assets, transformation
Oct 21, 2025Fund LettersVimal PatelORCL Oracle Corp. Information TechnologySystem Software Bull NYSEAI, backlog, cloud, Margins, Oci, Partnerships, Software
Oct 21, 2025Fund LettersVimal PatelAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, Asic, data centers, Free Cash Flow, hyperscale, semiconductors
Oct 21, 2025Fund LettersVimal PatelWDC Western Digital Corp. Information TechnologyComputer Storage & Peripherals Bull NASDAQAI, Demand, Margins, Memory, Pricing, profitability, Storage
Oct 21, 2025Fund LettersVimal PatelBE Bloom Energy Corp. IndustrialsRenewable Energy Equipment Bull NYSEAI infrastructure, clean energy, data centers, energy transition, Hydrogen, Tax credit
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 LettersChris WallerGLIBA GCI Liberty Inc. Communication ServicesTelecommunications Bull NASDAQAcquisitions, compounding, FCF, Liberty, tax shield, Telecom
Oct 21, 2025Fund LettersChris WallerSEG Seaport Entertainment Corp. Real EstateReal Estate Development Bull NASDAQasset value, cash flow, Catalyst, Real Estate, turnaround, undervalued
Oct 21, 2025Fund LettersChris WallerJET2 London Stock Exchange Group plc Consumer DiscretionaryAirlines & Travel Bull NYSEAirlines, buybacks, Free Cash Flow, growth, Travel, valuation
Oct 21, 2025Fund LettersCraigh CepukenasOLLI Ollie’s Bargain Outlet Holdings Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQdisruption, Loyalty, Off-price retail, Sourcing, Store growth, Trade-down
Oct 21, 2025Fund LettersCraigh CepukenasCGNX Cognex Corp. Information TechnologyElectronic Equipment, Instruments & Components Bull NASDAQAI enablement, Automation, Cost Reduction, Cycle recovery, Machine vision, Sme adoption
Oct 21, 2025Fund LettersCraigh CepukenasMTSI MACOM Technology Solutions Holdings Inc. Information TechnologySemiconductors Bull NASDAQAnalog rf, design wins, Fab transition, Margins, Optical, recovery
Oct 21, 2025Fund LettersCraigh CepukenasTWST Twist Bioscience Corp. Health CareLife Sciences Tools & Services Bull NASDAQlife sciences, Margins, Ngs, Partnerships, scale, Synthetic dna

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: