Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 14, 2025Fund LettersJonathan T. BloomGRG LN Greggs PLC Consumer DiscretionaryRestaurants Bull NYSEBrand, cash flow, expansion, Food, growth, Margins, retail, valuation
Oct 14, 2025Fund LettersJonathan T. BloomBDX US Becton Dickinson & Co. Health CareHealth Care Equipment Bull NYSEConsumables, Devices, growth, healthcare, innovation, Margins, recurring revenue, valuation
Oct 14, 2025Fund LettersJonathan T. BloomOMF US OneMain Holdings, Inc. FinancialsConsumer Finance Bull NYSEbuybacks, consumer finance, Credit, dividends, growth, Lending, resilience, valuation
Oct 14, 2025Fund LettersJeffrey JamesGH US Guardant Health, Inc. Health CareDiagnostics & Research Bull NASDAQAdoption, Biotech, diagnostics, FDA, growth, Oncology, Reimbursement
Oct 14, 2025Fund LettersJeffrey JamesCVNA US Carvana Co. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEAutos, cash flow, ecommerce, growth, leverage, restructuring, valuation
Oct 14, 2025Fund LettersJeffrey JamesPWR US Quanta Services, Inc. IndustrialsEngineering & Construction Bull NYSEbacklog, Electrification, energy, Grid, growth, infrastructure, Margins
Oct 14, 2025Fund LettersJeffrey JamesAXON US Axon Enterprise, Inc. IndustrialsAerospace & Defense Bull NASDAQcloud, Defense, growth, law enforcement, Margins, recurring revenue, SaaS
Oct 14, 2025Fund LettersJeffrey JamesKARM US Karman Holdings, Inc. OtherAerospace & Defense Bull NYSEAerospace, backlog, Defense, growth, infrastructure, manufacturing, Margins
Oct 14, 2025Fund LettersJeffrey JamesGH US Guardant Health, Inc. Health CareDiagnostics & Research Bull NASDAQBiotech, diagnostics, FDA, growth, innovation, Margins, Oncology
Oct 14, 2025Fund LettersJeffrey JamesCRDO US Credo Technology Group Holding Ltd. Information TechnologySemiconductors Bull NASDAQAI, design wins, growth, hyperscalers, Margins, Networking, Optical, semiconductors
Oct 14, 2025Fund LettersPeter CooperTKO TKO Group Holdings Inc. Communication ServicesMedia & Entertainment Bull NYSEDistribution, Flywheel, live events, Sponsorships, Sports-rights, Streaming
Oct 14, 2025Fund LettersPeter CooperG24 Scout24 SE Communication ServicesInteractive Media & Services Bull -Classifieds, International, Margins, marketplace, Pricing, Real Estate
Oct 14, 2025Fund LettersPeter CooperCME CME Group Inc. FinancialsFinancial Exchanges & Data Bull NASDAQDerivatives, dividend, Exchanges, Liquidity, Margins, network effects, Volatility
Oct 14, 2025Fund LettersJoe Bauernfreund6727 JP Wacom Co., Ltd. Information TechnologyComputer Hardware Bull NYSEActivism, AI, Digitalization, Governance, innovation, Margins, restructuring, Tablets
Oct 14, 2025Fund LettersNed BellWM Waste Management Inc. IndustrialsEnvironmental Services Bull NYSEdefensive, dividends, FCF, infrastructure, Pricing power, utilities, waste
Oct 14, 2025Fund LettersNed BellSGE Sage Group PLC Information TechnologySoftware Bull London Stock ExchangeAI, cloud, growth, Margins, SaaS, SMB, Software
Oct 14, 2025Fund LettersNed BellASML ASML Holding NV Information TechnologySemiconductor Equipment Bull Euronext Stock ExchangeAI, CapEx, Euv, growth, Lithography, semiconductors, technology
Oct 14, 2025Fund LettersHoward GleicherWFC US Wells Fargo & Co. FinancialsDiversified Banks Bull NYSEBanks, buybacks, Capital, Credit, dividends, efficiency, growth, Regulation, valuation
Oct 14, 2025Fund LettersHoward GleicherSNPS US Synopsys, Inc. Information TechnologySemiconductor Design Software Bull NASDAQAI, Ansys, Eda, growth, Ip, Margins, recurring revenue, semiconductors, Simulation, Software
Oct 14, 2025Fund LettersAmy ZhangTPC Tutor Perini Corporation IndustrialsConstruction & Engineering Bull NYSEbacklog, construction, engineering, growth, infrastructure, Margins, Public-spending, turnaround

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