Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 15, 2025Fund LettersJohn W. RogersKN Knowles Corp. Information TechnologyElectronic Components Bull NYSEDevices, electronics, growth, Hearing, Margins, Repurchases, semiconductors
Oct 15, 2025Fund LettersJohn W. RogersSPHR Sphere Entertainment Co. Communication ServicesEntertainment Bull NYSEadvertising, entertainment, expansion, growth, media, Scalability, Venues
Oct 15, 2025Fund LettersJohn W. RogersREZI Resideo Technologies Inc. IndustrialsBuilding Products Bull NYSEBuilding Products, earnings, innovation, Security, Smart home, valuation
Oct 15, 2025Fund LettersCharles K. BobrinskoyFISV Fiserv Inc. OtherFinancial Technology Bull NASDAQDigital, Fintech, growth, Margins, Payments, recurring revenue, technology
Oct 15, 2025Fund LettersCharles K. BobrinskoyAJG Arthur J. Gallagher & Co. FinancialsInsurance Brokers Bull NYSEacquisition, Brokerage, financials, growth, Insurance, Margins
Oct 15, 2025Fund LettersCharles K. BobrinskoySLB Schlumberger Limited EnergyOilfield Services Bull NYSECapEx, Digital, Drilling, energy, Margins, oilfield services, recovery
Oct 15, 2025Fund LettersCharles K. BobrinskoyPBH Prestige Consumer Healthcare Inc. Health CarePharmaceuticals Bull NYSEacquisition, buybacks, cash flow, Consumer-health, growth, pharmaceuticals, valuation
Oct 15, 2025Fund LettersJulie BielAMZN Amazon.com Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQ—
Oct 15, 2025Fund LettersJulie BielMSFT Microsoft Corp. Information TechnologySoftware Bull NASDAQ—
Oct 15, 2025SubstackKairos ResearchFTAI FTAI Aviation IndustrialsRental & Leasing Services Bull -Aerospace Products, Chromalloy Partnership, Cost efficiency, Engine Maintenance, Leasing, market share, MRE Business, PMA Parts, Strategic Capital Initiative, vertical integration
Oct 15, 2025SubstackRijnberk Invest InsightsASML.AS ASML Holding N.V. Information TechnologySemiconductor Equipment & Materials Bull -advanced nodes, AI infrastructure, CapEx budgets, EUV lithography, financial health, geopolitical risks, Mistral AI investment, order intake, Semiconductor manufacturing, technological moat
Oct 15, 2025SubstackCoughlin CapitalRACE Ferrari N.V. Consumer DiscretionaryAuto Manufacturers Bull -brand prestige, Electric Vehicles, Ferrari, financial discipline, internal combustion engines, investment opportunity, Long-term Value, luxury automobiles, market reaction, Revenue Growth
Oct 14, 2025Twitter / X@geokoutalidisHOND HCM II Acquisition Corp. (Terrestrial Energy deal) FinancialsMulti-Sector Holdings Bull NASDAQChina, Defense, Nuclear, nuclear energy, Nuclear Fuel, Rare Earths, UK, uranium
Oct 14, 2025Twitter / X@geokoutalidisBLBX REalloys / BLBX (rare-earth producer) MaterialsDiversified Metals & Mining Bull NASDAQ (OTC)Blbx, China, Defense, Fintech, Government IT, Rare Earths, Realloys, Supply
Oct 14, 2025Fund LettersDavid A. RolfeMSFT US Microsoft Corp Information TechnologySystems Software Bull NASDAQAI, CapEx, cashflow, cloud, data centers, growth, Software
Oct 14, 2025Fund LettersDavid A. RolfeMETA US Meta Platforms Inc Communication ServicesSocial Media & Networking Bull NASDAQAI, cashflow, datacenter, infrastructure, innovation, social media, Software
Oct 14, 2025Fund LettersDavid A. RolfePYPL US PayPal Holdings Inc FinancialsFinancial Technology Bull NASDAQecommerce, Fintech, growth, Payments, stablecoin, valuation, Venmo
Oct 14, 2025Fund LettersDavid A. RolfeGOOGL US Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cashflow, cloud, growth, infrastructure, Search, technology
Oct 14, 2025Fund LettersC.T. FitzpatrickGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, cash flow, cloud, Digital ads, growth, Regulation
Oct 14, 2025Fund LettersC.T. FitzpatrickMEDP Medpace Holdings Inc. Health CareLife Sciences Tools & Services Bull NASDAQBiotech, buybacks, Clinical research, FCF, growth

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