Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 15, 2025Twitter / X@jupiters_string2382.HK Sunny Optical Technology (Group) Company Limited Information TechnologyElectronic Components Bull Hong Kong Stock ExchangeApple, Glasses, Payments, Photonics, Sunny, Waveguide, Waveguide Displays, Wearable
Oct 15, 2025Fund LettersTodd AhlstenGWW US W.W. Grainger Inc. IndustrialsDistribution & Logistics Bull NYSEDistribution, e-commerce, efficiency, Industrials, Logistics, MRO, Nearshoring
Oct 15, 2025Fund LettersTodd AhlstenBSX US Boston Scientific Corp. Health CareMedical Devices Bull NYSEgrowth, healthcare, innovation, leadership, Margins, Medical devices
Oct 15, 2025Fund LettersDaniel LysikBFH Bread Financial Holdings, Inc. FinancialsConsumer Finance Bull NYSEcredit cards, Deposits, earnings yield, Normalization, Reserves, Rotce, underwriting
Oct 15, 2025Fund LettersDaniel LysikNBR Nabors Industries Ltd. EnergyOil & Gas Drilling Bull NYSEAsset Sale, Automation, Contracts, deleveraging, Drilling, EV/EBITDA, FCF yield
Oct 15, 2025Fund LettersMaya BittarTJX TJX Companies Inc. Consumer DiscretionaryApparel Retail Bull NYSEComps, consumer, earnings, growth, Margins, retail, Value
Oct 15, 2025Fund LettersMaya BittarTEL TE Connectivity Ltd. Information TechnologyElectronic Components Bull NYSEAutomation, Connectivity, growth, guidance, Industrials, Margins, Sensors
Oct 15, 2025Fund LettersMaya BittarANET Arista Networks Inc. Information TechnologyCommunications Equipment Bull NYSEAI, data centers, growth, guidance, infrastructure, Margins, Networking
Oct 15, 2025Fund LettersMaya BittarGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cash flow, cloud, Margins, Regulation, Search, YouTube
Oct 15, 2025Fund LettersMaya BittarORCL Oracle Corporation Information TechnologySystems Software Bull NYSEAI, cloud, Contracts, enterprise, growth, Margins, Oci, recurring revenue, Rpo
Oct 15, 2025Fund LettersRoss GlotzbachPVH PVH Corp. Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull NYSEApparel, brands, buybacks, DTC, Eps, Margins, valuation
Oct 15, 2025Fund LettersRoss Glotzbach4613 JP Kansai Paint Co., Ltd. MaterialsSpecialty Chemicals (Paints & Coatings) Bull NYSEbuybacks, Coatings, dividends, Europe, India, Margins, Optimization
Oct 15, 2025Fund LettersRoss GlotzbachBIO Bio-Rad Laboratories, Inc. Health CareLife Sciences Tools & Services Bull NYSEbuybacks, life sciences, Margins, net cash, Optionality, recovery, Sartorius
Oct 15, 2025Fund LettersRoss GlotzbachREGN Regeneron Pharmaceuticals, Inc. Health CareBiotechnology Bull NASDAQBiotech, buybacks, Catalysts, EPS growth, Franchises, net cash, pipeline
Oct 15, 2025Fund LettersRoss GlotzbachPCH PotlatchDeltic Corporation Real EstateSpecialized REITs (Timber) Bull NASDAQHbu, Mills, Optimization, REIT, synergy, Timber, valuation
Oct 15, 2025Fund LettersRoss GlotzbachRYN Rayonier Inc. Real EstateSpecialized REITs (Timber) Bull NYSEasset sales, buybacks, Housing, merger, NAV, REIT, Timber
Oct 15, 2025Fund LettersRoss GlotzbachACI Albertsons Companies, Inc. Consumer StaplesFood Retail Bull NYSEbuybacks, Competition, deleveraging, FCF, grocery, Real Estate, resilience
Oct 15, 2025Fund LettersRoss GlotzbachFDX FedEx Corporation IndustrialsAir Freight & Logistics Bull NYSEefficiency, Margins, Pricing, restructuring, SOTP, spin-off, Volumes
Oct 15, 2025Fund LettersRoss GlotzbachMGM MGM Resorts International Consumer DiscretionaryCasinos & Gaming Bull NYSEasset monetization, balance sheet, Casinos, FCF, Las Vegas, Online betting
Oct 15, 2025Fund LettersRoss GlotzbachIAC IAC Inc. Communication ServicesInteractive Media & Services Bull NASDAQasset monetization, buybacks, Catalysts, discount, spin-off, Sum-of-parts

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