Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 21, 2025Fund LettersCraigh CepukenasINSM Insmed Inc. Health CareBiotechnology Bull NASDAQBiotech, Bronchiectasis, Commercialization, operating leverage, pipeline, TAM
Oct 21, 2025Fund LettersCraigh CepukenasMOD Modine Manufacturing Co. Consumer DiscretionaryElectrical Components & Equipment Bull NYSECapacity, Cooling, data centers, hyperscale, Revenue upgrade, secular growth
Oct 21, 2025Fund LettersCraigh CepukenasLSCC Lattice Semiconductor Corp. Information TechnologySemiconductors Bull NASDAQAI data centers, Destocking, FPGAs, Inflection, Margins, robotics
Oct 21, 2025Fund LettersH. George DaiVERX Vertex Inc. Information TechnologyApplication Software Bear NASDAQBookings, Compliance, Demand, ERP, Guidance cut, Sales cycles, Tax software
Oct 21, 2025Fund LettersH. George DaiPLMR Palomar Holdings FinancialsProperty & Casualty Insurance Bear NASDAQCatastrophe, combined ratio, guidance, Margins, premiums, specialty insurance, underwriting
Oct 21, 2025Fund LettersH. George DaiSPSC SPS Commerce Information TechnologyApplication Software Bear NASDAQDeceleration, Edi, guidance, Outlook, SaaS, Sales cycles, supply chain
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 WolfACCOR Accor SA Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull Euronext Stock Exchangeasset-light, buybacks, diversification, franchise, hospitality, valuation
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

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