Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 16, 2025Fund LettersAshish SinhaPOLR LN Polar Capital Holdings plc FinancialsActive fund management Bull London Stock ExchangeActive, Alpha, Asset Management & Custody Banks, AUM, dividends, Thematics
Nov 16, 2025Fund LettersAshish Sinha3110 JT Nitto Boseki Co., Ltd. MaterialsGlass fiber products Bull NYSEelectronics, Industrials, materials, oligopoly, semiconductors, Substrates
Nov 16, 2025Fund LettersJustin BergnerMSGS US Madison Square Garden Sports Corp. Communication ServicesSports Franchises & Entertainment Bull NYSEasset value, inflation hedge, Knicks, Media rights, Sports Franchises
Nov 16, 2025Fund LettersMario J. GabelliPOLR LN Polar Capital Holdings plc FinancialsAsset Management & Custody Banks Bull London Stock ExchangeActive management, AUM growth, dividend, Scalability, Thematic funds
Nov 16, 2025Fund LettersMario J. Gabelli3110 JP Nitto Boseki Co., Ltd. MaterialsSpecialty Glass Fiber & Advanced Materials Bull NYSEGlass cloth, market dominance, Pricing power, semiconductors, thermal management
Nov 16, 2025Fund LettersMario J. GabelliOR US OR Royalties Inc. MaterialsPrecious Metals Royalty & Streaming Bull NYSEGold, low leverage, Optionality, royalties, Streaming
Nov 16, 2025Fund LettersMario J. GabelliECG US Everus Construction Group, Inc. IndustrialsConstruction & Engineering Bull NYSEbacklog, construction, data centers, Electrification, infrastructure
Nov 16, 2025Fund LettersRyan JacobOMER Omeros Corporation Health CareBiopharmaceuticals Bull NASDAQBiotech, FDA, Immunology, Orphandisease, Partnership, pipeline, Smallcap
Nov 16, 2025Fund LettersRyan JacobINGN Inogen, Inc. Health CareRespiratory care devices Bull NASDAQaging, Copd, Homecare, Medicaldevices, Respiratory, Smallcap, turnaround
Nov 16, 2025Fund LettersRyan JacobBBBY Bed Bath & Beyond, Inc. OtherHome furnishings retail Bull NYSEBlockchain, ecommerce, Homegoods, restructuring, Specialsituations, Spinoffs, Tokenization
Nov 16, 2025Fund LettersRyan JacobCRCL Circle Internet Group, Inc. FinancialsData Processing & Outsourced Services Bull NYSEBlockchain, Digitization, Fintech, Payments, Regulation, stablecoins, Tokenization
Nov 16, 2025Fund Letters-LMT Lockheed Martin Corporation IndustrialsAerospace & Defense Bull NYSEAerospace, Charges, Defense, dividend, recovery
Nov 16, 2025Fund LettersDavid A.KatzSTZ Constellation Brands, Inc. Consumer StaplesBeverages (Alcoholic) Bull NYSEBeer, brands, Cyclical, dividend, valuation
Nov 16, 2025Fund LettersDavid A.KatzACN Accenture plc Information TechnologyIT Consulting & Other Services Bull NYSEbuybacks, Consulting, dividend, Free Cash Flow, technology
Nov 16, 2025Fund LettersOwen Fitzpatrick, Thomas Hynes, Jr, Brendan O’NeillBDX Becton, Dickinson and Company Health CareMedical Instruments & Supplies Bear NYSEde-risking, divestiture, Funding, guidance, Medtech
Nov 16, 2025Fund LettersOwen Fitzpatrick, Thomas Hynes, Jr, Brendan O’NeillBKR Baker Hughes Company EnergyOil & Gas Equipment & Services Bull NASDAQbacklog, LNG, Margins, Transition, Turbines
Nov 16, 2025Fund LettersOwen Fitzpatrick, Thomas Hynes, Jr, Brendan O’NeillCEG Constellation Energy Corporation UtilitiesElectric Power & Renewable Energy Bull NASDAQAI, clean energy, Decarbonisation, Nuclear, Ppas
Nov 16, 2025Fund LettersOwen Fitzpatrick, Thomas Hynes, Jr, Brendan O’NeillDXCM DexCom, Inc. Health CareMedical Devices Bull NASDAQCgm, Diabetes, growth, innovation, Reimbursement
Nov 16, 2025Fund LettersOwen Fitzpatrick, Thomas Hynes, Jr, Brendan O’NeillADPT Adaptive Biotechnologies Corporation Health CareMedical Technology Bull NASDAQClonoseq, diagnostics, guidance, Mrd, Volumes
Nov 16, 2025Fund LettersOwen Fitzpatrick, Thomas Hynes, Jr, Brendan O’NeillORCL Oracle Corporation Information TechnologyApplication Software Bull NYSEAI, cloud, Contracts, Oci, visibility

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