Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 19, 2025Fund LettersBill SmeadMRK Merck & Co. Inc. Health CarePharmaceuticals Bull NYSEdefensive, dividends, healthcare, Oncology, pharmaceuticals
Oct 19, 2025Fund LettersBill SmeadSPG Simon Property Group Inc. Real EstateREITs—Retail Bull NYSEdividend, Real Estate, REITs, retail, Value
Oct 19, 2025Fund LettersBill SmeadDHI D.R. Horton Inc. Consumer DiscretionaryHomebuilding Bull NYSEconstruction, growth, Housing, Real Estate, Value
Oct 19, 2025Fund LettersBill SmeadAPA APA Corp. EnergyOil & Gas Exploration & Production Bull NASDAQcash flow, consolidation, energy, Margins, oil, value investing
Oct 19, 2025Fund LettersCole SmeadUCG Unicredit S.p.A. FinancialsBanks Bull -banking, consolidation, Digitalization, dividends, efficiency, Europe
Oct 19, 2025Fund LettersCole SmeadMEG MEG Energy Corp. IndustrialsOil & Gas Exploration & Production Bull -Canada, energy, M&A, oil, synergies, value investing
Oct 19, 2025Fund LettersCole SmeadSCR Strathcona Resources Ltd. FinancialsOil & Gas Exploration & Production Bull -acquisition, Canada, growth, merger, oil, synergies
Oct 19, 2025Fund LettersCole SmeadCVE Cenovus Energy Inc. EnergyOil & Gas Exploration & Production Bull -capital allocation, energy, merger, oil, synergies, Value
Oct 19, 2025Fund LettersEddie ReillySWAG Stran & Company, Inc. Communication ServicesSpecialty Business Services Bull NASDAQAcquisitions, FCF, Integration, Ncav, Pricing, Promotional-products, scale
Oct 19, 2025Fund LettersEddie ReillyLUCD Lucid Diagnostics Inc. Health CareHealth Care Equipment & Supplies Bull NASDAQCatalysts, Clinical-utility, diagnostics, Dilution, Governance, Reimbursement, TAM
Oct 19, 2025Fund LettersEddie ReillyCURV Torrid Holdings Inc. Consumer DiscretionaryApparel Retail Bull NYSEApparel, deleveraging, Free Cash Flow, Margins, Omnichannel, Store-closures, tariffs
Oct 19, 2025Fund LettersEddie ReillyARQ Arq, Inc. IndustrialsSpecialty Chemicals Bull NASDAQActivated-carbon, Capacity, Margins, Pfas, Pricing, Ramp, vertical integration
Oct 19, 2025Fund LettersEddie ReillyCLPT ClearPoint Neuro, Inc. Health CareHealth Care Equipment & Supplies Bull NASDAQCell and gene therapy, Disposables, Installed base, Neurosurgery, pipeline, Reimbursement, switching costs
Oct 19, 2025Fund LettersEddie ReillyREAL The RealReal, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAI, Authentication, Consignors, network effects, operating leverage, profitability, Resale
Oct 19, 2025Fund LettersAdam FacklerTTE TotalEnergies SE EnergyIntegrated Oil & Gas Bear -buybacks, capital discipline, Coverage, dividends, energy, oil
Oct 19, 2025Fund LettersAdam FacklerHRL Hormel Foods Corporation Consumer StaplesPackaged Foods & Meats Bull NYSEconsumer, dividends, inflation, Margins, Protein, stability, Staples
Oct 19, 2025Fund LettersAdam FacklerELS Equity Lifestyle Properties Inc. Real EstateResidential REITs Bull NYSEaffordability, cash flow, dividends, Housing, Occupancy, REIT, Rent
Oct 19, 2025Fund LettersAdam FacklerCOP ConocoPhillips EnergyOil & Gas Exploration & Production Bull NYSEbuybacks, cash flow, dividends, Gas, oil, Permian, Projects
Oct 19, 2025Fund LettersAdam FacklerPPL PPL Corporation UtilitiesElectric Utilities Bull NYSEAI, data centers, Earnings stability, Joint venture, Power generation, utilities
Oct 19, 2025Fund LettersAdam FacklerSRE Sempra Energy UtilitiesMulti-Utilities Bull NYSEcapital discipline, dividends, growth, infrastructure, LNG, utilities

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