Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 14, 2025Fund LettersRich EisingerMEDP Medpace Holdings Inc. Health CareLife Sciences Tools & Services Bull NASDAQClinical research, Cro, growth, Outsourcing, ROIC, Scalability
Oct 14, 2025Fund LettersFaraz FarzamCRL Charles River Laboratories International Inc. Health CareLife Sciences Tools & Services Bull NYSEBiotech, Cro, deleveraging, growth, Margins, Outsourcing, research
Oct 14, 2025Fund LettersFaraz FarzamEXP Eagle Materials Inc. MaterialsConstruction Materials Bull NYSEbuybacks, construction, Cost advantage, Housing, materials, recovery, ROIC
Oct 14, 2025Fund LettersFaraz FarzamHXL Hexcel Corporation IndustrialsAerospace & Defense Bull NYSEAerospace, Certification, Composites, duopoly, Free Cash Flow, Margins, recovery
Oct 14, 2025Fund LettersNick ThomsonWIX IL Wix.com Ltd. Information TechnologyApplication Software Bull NYSEDigital, growth, Israel, Margins, platform, SaaS, Software, Subscription
Oct 14, 2025Fund LettersDonny BuchananSMM AU SiteMinder Ltd. MaterialsApplication Software Bull Australian Securities ExchangeAustralia, growth, Margins, platform, SaaS, Scalability, Software, Travel
Oct 14, 2025Fund LettersVincent LoKSPI US Kaspi.kz JSC Information TechnologyFinancial Technology Bull NASDAQFintech, growth, Kazakhstan, Payments, profitability, Turkey, valuation
Oct 14, 2025Fund LettersVincent LoLEU US Centrus Energy Corp. MaterialsUranium & Nuclear Fuel Bull NYSEenergy, growth, Nuclear, Policy, SMR, technology, U.s., uranium
Oct 14, 2025Fund LettersVincent LoACMR US ACM Research, Inc. Information TechnologySemiconductor Equipment Bull NASDAQAI, China, Geopolitics, growth, manufacturing, Policy, semiconductors, technology
Oct 14, 2025Fund LettersVincent LoUI US Ubiquiti Inc. Information TechnologyCommunications Equipment Bull NASDAQbuybacks, dividends, growth, innovation, IoT, Margins, Networking, technology
Oct 14, 2025Fund LettersPeter BaughanTCEHY US Tencent Holdings Ltd. Communication ServicesInteractive Media & Services Bull -advertising, AI, China, Gaming, growth, Internet, Margins
Oct 14, 2025Fund LettersPeter BaughanGOOGL US Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, cloud, Data, innovation, Margins, Search
Oct 14, 2025Fund LettersPeter BaughanTMO US Thermo Fisher Scientific Inc. Health CareLife Sciences Tools & Services Bull NYSEhealthcare, innovation, life sciences, Margins, R&D, recovery, valuation
Oct 14, 2025Fund LettersPeter BaughanELV US Elevance Health, Inc. Health CareManaged Care Bull NYSEcash flow, Demographics, growth, healthcare, Insurance, Regulation, valuation
Oct 14, 2025Fund LettersPeter BaughanVRTX US Vertex Pharmaceuticals, Inc. Health CareBiotechnology Bull NASDAQBiotech, Cystic fibrosis, growth, healthcare, innovation, Pricing power, R&D
Oct 14, 2025Fund LettersPeter BaughanACN US Accenture Plc Information TechnologyIT Services Bull NYSEAI, Consulting, growth, innovation, IT services, Partnerships, valuation
Oct 14, 2025Fund LettersWill RileyEOG EOG Resources Inc. EnergyOil & Gas Exploration & Production Bear NYSEcapital discipline, cashflow, inflation, oil, Production, Returns, valuation
Oct 14, 2025Fund LettersWill RileyREP SM Repsol S.A. EnergyIntegrated Oil & Gas Bull Brasil Bolsa Balcãobuybacks, dividends, energy transition, Integrated, Margins, renewables, stability
Oct 14, 2025Fund LettersWill RileyHAL Halliburton Company EnergyOilfield Services & Equipment Bull NYSEcashflow, Drilling, International, Margins, oilfield services, Pricing, Roce
Oct 14, 2025Fund LettersWill RileyVAL Valero Energy Corporation EnergyOil & Gas Refining & Marketing Bull NYSEbuybacks, capital discipline, cashflow, dividends, efficiency, Margins, refining

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