Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 14, 2025Fund LettersC.T. FitzpatrickFISV Fiserv Inc. OtherFinancial Technology Bull NASDAQbuybacks, compounding, Fintech, Payments, recurring revenue
Oct 14, 2025Fund LettersHawkins EntrekinQUBT Quantum Computing Inc. Information TechnologyQuantum Computing Hardware Bear NASDAQBubble, Quantum Computing, Short, Speculation, technology, valuation
Oct 14, 2025Fund LettersHawkins EntrekinNVDA NVIDIA Corp. Information TechnologySemiconductors Bear NASDAQAI, Bubble, CapEx, semiconductors, Speculation, valuation
Oct 14, 2025Fund LettersC.T. FitzpatrickSalesforce Inc NASDAQ Information TechnologyApplication Software Bull -AI, cloud, CRM, enterprise, Margins, SaaS, Software
Oct 14, 2025Fund LettersC.T. FitzpatrickUNH US UnitedHealth Group Inc Health CareManaged Health Care Bull NYSEcash flow, growth, healthcare, Insurance, managed care, Optum, valuation
Oct 14, 2025Fund LettersC.T. FitzpatrickGOOGL US Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, profitability, Regulation, Search
Oct 14, 2025Fund LettersC.T. FitzpatrickSalesforce Inc NASDAQ Information TechnologyApplication Software Bull -AI, cloud, CRM, growth, Margins, SaaS, Software
Oct 14, 2025Fund LettersC.T. FitzpatrickGOOGL US Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, growth, Regulation, Search
Oct 14, 2025Fund LettersC.T. FitzpatrickGOOGL US Alphabet Inc Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, antitrust, cash flow, cloud, Search, technology
Oct 14, 2025Fund LettersC.T. FitzpatrickMEDP US Medpace Holdings Inc Health CareContract Research Organization Bull NASDAQbiotechnology, buybacks, Cro, healthcare, Outsourcing, profitability, Revenue Growth
Oct 14, 2025Fund LettersC.T. FitzpatrickFISV US Fiserv Inc OtherTransaction & Payment Processing Services Bull NASDAQbuybacks, cash flow, Fintech, Payments, recurring revenue, Software, valuation
Oct 14, 2025Fund LettersDaniel L. BabkesWIZZ Wizz Air Holdings Plc IndustrialsAirlines Bull -Airlines, Aviation, Engines, Europe, recovery
Oct 14, 2025Fund LettersDaniel L. BabkesSPB Spectrum Brands Holdings Inc. Consumer StaplesConsumer Products Bull NYSEbrands, consumer, Re-rating, tariffs, valuation
Oct 14, 2025Fund LettersDaniel L. BabkesTPN TELEPERFORMANCE SE FinancialsProfessional Services Bull -AI, Customer service, Outsourcing, turnaround, Value
Oct 14, 2025Fund LettersDaniel L. BabkesBAX Baxter International Inc. Health CareMedical Instruments & Supplies Bull NYSEHospitals, Margins, Medical devices, recovery, turnaround, value investing
Oct 14, 2025Fund LettersAndrew ChoiPODD US Insulet Corp. Health CareMedical Devices Bull NASDAQDevices, Diabetes, growth, healthcare, innovation, technology
Oct 14, 2025Fund LettersAndrew ChoiSARO US StandardAero Inc. IndustrialsAerospace & Defense Bull -Aerospace, aftermarket, growth, Industrials, Maintenance, MRO, Value
Oct 14, 2025Fund LettersAbdulaziz A.AlnaimSOLV US Solventum Corporation Health CareMedical Supplies Bull NYSEActivism, cashflow, Cost efficiency, deleveraging, healthcare, innovation, M&A, restructuring, spin-off
Oct 14, 2025Fund LettersRich EisingerANET Arista Networks Inc. Information TechnologyCommunications Equipment Bull NYSEAI, data centers, enterprise, growth, Margins, Networking
Oct 14, 2025Fund LettersRich EisingerAPH Amphenol Corporation Information TechnologyElectronic Components Bull NASDAQAI, Connectivity, data centers, diversification, electronics, Margins

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