Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 16, 2025Fund LettersLawrence W. LepardAUMBF 1911 Gold Corporation MaterialsGold Bull TSXCapEx, development, Feasibility, Gold, leverage, Restart, valuation
Oct 16, 2025Fund LettersThomas ColeCMCL LN Gold Fields Ltd. MaterialsGold Mining Bull NYSEbalance sheet, dividends, FCF, Gold, inflation hedge, Mining, stability, valuation
Oct 16, 2025Fund LettersThomas ColeIT US Gartner, Inc. Information TechnologyResearch & Consulting Services Bull NYSEConsulting, growth, Margins, recurring revenue, research, stability, valuation
Oct 16, 2025Fund LettersThomas ColeACN US Accenture Plc Information TechnologyIT Consulting & Services Bull NYSEAI, cloud, Consulting, diversification, growth, IT services, Margins, valuation
Oct 16, 2025Fund LettersThomas ColeADBE US Adobe Inc. Information TechnologyApplication Software Bull NASDAQAI, digital media, growth, Margins, Software, Subscription, valuation
Oct 16, 2025Fund LettersThomas ColeCRM US Salesforce, Inc. Information TechnologyApplication Software Bull NYSEcash flow, cloud, efficiency, growth, Margins, Software, valuation
Oct 16, 2025Fund LettersSimon RaubenheimerBEAM Beam Therapeutics Inc. Health CareBiotechnology Bull NASDAQBase-editing, Partnerships, platform, Precision-medicine, Safety, Scalability
Oct 16, 2025Fund LettersSimon RaubenheimerNTLA Intellia Therapeutics Inc. Health CareBiotechnology Bull NASDAQApprovals, Attr, Differentiation, In-vivo, Margins, Scalability
Oct 16, 2025Fund LettersSimon RaubenheimerCRSP CRISPR Therapeutics AG Health CareBiotechnology Bull NASDAQCommercialization, Gene Editing, One-and-done, Optionality, pipeline, profitability
Oct 16, 2025Fund LettersDavid K. ShermanCODI US Compass Diversified Holdings IndustrialsDiversified Holding Companies Bull NYSEBondholders, Credit, deleveraging, diversification, leverage, Notes, restructuring, yield
Oct 16, 2025Fund LettersDavid K. ShermanFIRSTB US First Brands Group LLC OtherAuto Parts & Equipment Bear Shanghai Stock ExchangeBankruptcy, Credit, debt, Factoring, leverage, restructuring, risk management, Rollup
Oct 16, 2025Fund LettersBradley J. EixmannINTC Intel Corporation Information TechnologySemiconductors Bull NASDAQCapEx, Chips, manufacturing, recovery, semiconductors, turnaround
Oct 16, 2025Fund LettersBradley J. EixmannNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, datacenter, GPUs, growth, Hardware, leadership, semiconductors
Oct 16, 2025Fund LettersGEORGE SAKELLARISCVNA Carvana Co. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAutos, Digital, e-commerce, growth, Margins, retail, Scalability
Oct 16, 2025Fund LettersGEORGE SAKELLARISNTSK NetSkope Inc. Information TechnologyCybersecurity Bull -AI, cloud, cybersecurity, growth, IPO, Software, technology
Oct 16, 2025Fund LettersGEORGE SAKELLARISPSN Parsons Corp. Information TechnologyAerospace & Defense Bull NYSEContracts, cybersecurity, Defense, Government, growth, infrastructure
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 LettersBryden TeichOR Osisko Gold Royalties Ltd. MaterialsPrecious Metals & Minerals Bull TSXcash flow, dividends, Gold, inflation hedge, NAV discount, royalties, valuation
Oct 16, 2025Fund LettersChuck LiebermanTW TSMC Consumer DiscretionarySemiconductors & Foundry Bull NYSEAI, Capacity, diversification, Foundry, manufacturing, Onshoring, profitability, ROIC, semiconductors
Oct 16, 2025Fund LettersChuck LiebermanMETA Meta Platforms Inc. Communication ServicesSocial Media & Advertising Bull NASDAQadtech, AI, digital advertising, growth, infrastructure, Margins, monetization, operating leverage

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