Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 16, 2025Fund LettersAdam PeckDGII Digi International Inc. Information TechnologyInternet of Things (IoT) Bull NASDAQAI, Automation, Connectivity, Industrial technology, IoT
Oct 16, 2025Fund LettersAdam PeckPFS Provident Financial Services Inc. FinancialsBanks Bull NYSEBanks, consolidation, dividends, growth, Lending, Value
Oct 16, 2025Fund LettersAdam PeckWOR Worthington Enterprises Inc. MaterialsIndustrial Manufacturing Bull NYSEgrowth, Industrial, IoT, manufacturing, Reshoring
Oct 16, 2025Fund LettersAdam PeckMOD Modine Manufacturing Co. Consumer DiscretionaryIndustrial Machinery Bull NYSEAI, data centers, growth, manufacturing, semiconductors, thermal management
Oct 16, 2025Fund LettersAdam PeckUEC Uranium Energy Corp. MaterialsUranium & Nuclear Energy Bull NYSECommodities, infrastructure, nuclear energy, Policy, uranium
Oct 16, 2025Fund LettersAdam PeckAVD American Vanguard Corp. MaterialsAgricultural Chemicals Bull NYSE—
Oct 16, 2025Fund LettersAdam PeckALLT Allot Ltd. Information TechnologyCybersecurity & Networking Bull NASDAQcybersecurity, growth, SaaS, Telecom, turnaround
Oct 16, 2025Fund LettersAdam PeckAVBC Avidia Bancorp Inc. FinancialsBanks Bull -Banks, Fintech, growth, IPO, Payments, Value
Oct 16, 2025Fund LettersBryden TeichWPM Wheaton Precious Metals Corp. MaterialsPrecious Metals & Minerals Bull TSXAI data centers, Gold, inflation, royalties, Silver, Solar, Streaming
Oct 16, 2025Fund LettersAdam PeckDCTH Delcath Systems Inc. Health CareBiotechnology Bull NASDAQBiotech, Catalysts, Clinical trials, Medical devices, Oncology
Oct 16, 2025Fund LettersAdam PeckUROY Uranium Royalty Corp. MaterialsUranium & Nuclear Energy Bull NASDAQAI, clean energy, Commodities, nuclear energy, royalties, uranium
Oct 16, 2025Fund LettersBryden TeichOR Osisko Gold Royalties Ltd. MaterialsPrecious Metals & Minerals Bull TSXcash flow, dividends, Gold, inflation hedge, NAV discount, royalties, valuation
Oct 16, 2025Fund LettersMatthew PetersonBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEChina, compounding, e-commerce, Options, technology, value investing
Oct 16, 2025Fund LettersMohnish PabraiTAVHL TI TAV Airports Holding AS IndustrialsTransportation Infrastructure Bull Borsa IstanbulAirports, Emerging markets, growth, infrastructure, leverage, Travel
Oct 16, 2025Fund LettersMohnish PabraiEDEL IN Edelweiss Financial Services Ltd. OtherDiversified Financials Bull National Stock Exchange of IndiaAlternatives, financials, growth, India, spin-off, Value
Oct 16, 2025Fund LettersMohnish PabraiRIG US Transocean Ltd. EnergyOil & Gas Drilling Bull NYSECyclicals, energy, leverage, Offshore, oil, Rigs, Value
Oct 16, 2025Fund LettersMohnish PabraiAMR US Alpha Metallurgical Resources Inc. MaterialsCoal & Consumable Fuels Bull NYSEbuybacks, cashflow, Commodities, Mining, Steel, Value
Oct 16, 2025Fund LettersChuck LiebermanTW TSMC Consumer DiscretionarySemiconductors & Foundry Bull NYSEAI, Capacity, diversification, Foundry, manufacturing, Onshoring, profitability, ROIC, semiconductors
Oct 16, 2025Fund LettersArne AlsinTSLA US Tesla Inc. Consumer DiscretionaryAutomobiles Bull NASDAQAI, Autonomy, EVs, Margins, Regulation, robotaxi, Software
Oct 16, 2025Fund LettersArne AlsinTSM US Taiwan Semiconductor Manufacturing Co. Ltd. Information TechnologySemiconductor Manufacturing Bull NYSE3nm, AI, Foundry, manufacturing, Pricing power, semiconductors, supply chain

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