Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 16, 2025Fund LettersArne AlsinAMD US Advanced Micro Devices Inc. Information TechnologySemiconductors Bull NASDAQAI, data centers, GPUs, Hardware, OpenAI, semiconductors
Oct 16, 2025Fund LettersChuck LiebermanMETA Meta Platforms Inc. Communication ServicesSocial Media & Advertising Bull NASDAQadtech, AI, digital advertising, growth, infrastructure, Margins, monetization, operating leverage
Oct 16, 2025Fund LettersChuck LiebermanMSFT Microsoft Corporation Information TechnologyApplication Software Bull NASDAQAI, cloud, Copilot, Enterprise software, FCF, growth, productivity, recurring revenue
Oct 16, 2025Fund LettersChuck LiebermanGS Goldman Sachs Group Inc. FinancialsCapital Markets Bull NYSECapital markets, earnings, investment banking, leverage, recovery, Regulation, valuation
Oct 16, 2025Fund LettersChuck LiebermanJPM JPMorgan Chase & Co. FinancialsBanks Bull NYSEAI, banking, Digital transformation, efficiency, productivity, profitability, ROE, Technology moat
Oct 16, 2025Fund LettersChuck LiebermanNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, CUDA, datacenter, leadership, Pricing power, semiconductors, TAM expansion, valuation
Oct 16, 2025Fund LettersNikki ThomasADS GR Adidas AG Consumer DiscretionaryTextiles, Apparel & Luxury Goods Bull Frankfurt Stock Exchange (Deutsche Börse)athleisure, brands, Margins, Marketing, Moat, Pricing power, recovery
Oct 16, 2025Fund LettersArvid StreimannCME CME Group Inc. FinancialsFinancial Exchanges & Data Bull NASDAQcompounding, Derivatives, Exchanges, growth, Liquidity, Margins, Monopoly, Volatility
Oct 16, 2025Fund LettersDavid BarrPNG Kraken Robotics Inc. Information TechnologyAerospace & Defense Technology Bull TSXautonomous systems, Defense, diversification, EBITDA, growth, robotics, Sonar
Oct 16, 2025Fund LettersMatthew SweeneyVTY LN Vistry Group plc Consumer DiscretionaryHomebuilding Bull NYSEAffordable, construction, growth, Housing, insider buying, Policy, UK, valuation
Oct 16, 2025Fund LettersMatthew SweeneyTHRY US Thryv Holdings, Inc. Communication ServicesApplication Software Bull NASDAQgrowth, Margins, SaaS, SMB, Software, turnaround, valuation
Oct 16, 2025Fund LettersMatthew SweeneyPAR US PAR Technology Corp. Information TechnologyApplication Software Bull NYSEenterprise, growth, Margins, pipeline, Restaurants, SaaS, Software
Oct 16, 2025Fund LettersMatthew SweeneyNN US NextNav, Inc. Information TechnologyTelecommunications Bull NASDAQ5G, Fcc, Gps, growth, Regulation, Spectrum, Telecom, U.s.
Oct 16, 2025Fund LettersMatthew SweeneyLFCR US Lifecore Biomedical, Inc. Health CareBiotechnology & Life Sciences Tools Bull NASDAQBiotech, CDMO, GLP-1, growth, manufacturing, pharma, Regulation, U.s.
Oct 16, 2025Fund LettersMatthew SweeneyCLAR US Clarus Corporation Consumer DiscretionarySporting Goods Bull NASDAQInsiders, M&A, Margins, retail, Sporting goods, turnaround, Value
Oct 16, 2025Fund LettersNick SchommerMELI US MercadoLibre, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQDominance, e-commerce, Fintech, growth, Latin America, Margins, platform
Oct 16, 2025Fund LettersNick SchommerORCL US Oracle Corp. Information TechnologySystems Software Bull NYSEAI, cloud, growth, infrastructure, Margins, Software, valuation
Oct 16, 2025Fund LettersJonathan WellumSSL T MaterialsMaterials—-Sandstorm’s merger premium reflects strong portfolio quality and strategic fit with royal gold. combined, They form a scale leader poised for further inorganic growth.
Oct 16, 2025Fund LettersJonathan WellumRGLD Royal Gold Inc. MaterialsPrecious Metals & Mining Bull NASDAQcash flow, compounding, diversification, Gold, merger, Precious Metals, royalties
Oct 16, 2025Fund LettersLawrence W. LepardASM CN Avino Silver & Gold Mines Ltd. MaterialsPrecious Metals & Minerals Bull TSXgrowth, leverage, Margins, Mining, Production, Silver, valuation

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