Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 8, 2025Fund LettersMichael A. LippertFFBC First Financial Bancorp. FinancialsRegional Banks Bull NASDAQBanks, Credit, M&A, profitability, Regionals, Roa, Rotce, valuation
Nov 8, 2025Fund LettersMichael A. LippertNEE NextEra Energy, Inc. UtilitiesElectric Utilities Bull NYSEDemographics, dividends, ratebase, Regulation, renewables, Solar, utilities, Wind
Nov 8, 2025Fund LettersJames CullenUNH UnitedHealth Group, Inc. Health CareManaged Health Care Bull NYSEdividends, healthcare, Managedcare, Medicare, Moats, services, turnaround, valuation
Nov 8, 2025Fund LettersJames CullenSW Smurfit WestRock MaterialsPaper Packaging Bull NYSEecommerce, Margins, Packaging, Sustainability, synergies
Nov 8, 2025Fund LettersJames CullenBDX Becton, Dickinson and Company Health CareMedical Instruments & Supplies Bull NYSEConsumables, deleveraging, Margins, Medtech, restructuring
Nov 8, 2025Fund LettersJames CullenSPGI S&P Global Inc. FinancialsFinancial Exchanges & Data Bull NYSEData, indices, Issuance, Margins, Ratings
Nov 8, 2025Fund LettersAlex UmanskyTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bull NYSEAI, Foundry, Geopolitics, Pricingpower, Wafers
Nov 8, 2025Fund LettersAlex UmanskyNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQdatacenters, GPUs, growth, Moats, TAM
Nov 8, 2025Fund LettersAlex UmanskyGOOGL Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, buybacks, cloud, Platforms
Nov 8, 2025Fund LettersAlex UmanskyLOAR Loar Holdings Inc. IndustrialsAerospace & Defense Bull NYSEAerospace, aftermarket, compounding, M&A, Pricingpower
Nov 8, 2025Fund LettersAlex UmanskyVRSK Verisk Analytics, Inc. IndustrialsData Analytics Bull NASDAQacquisition, analytics, Insurance, Margins, Recurring
Nov 8, 2025Fund LettersAndrew PeckSTUB StubHub Holdings, Inc. Communication ServicesSpecialized Consumer Services Bull NYSEIPO, marketplace, Networkeffects, Scalability, Tickets
Nov 8, 2025Short ThesisGrizzly ResearchHFG GR HelloFresh SE Consumer DiscretionaryInternet & Direct Marketing Retail Bear -Churn, ecommerce, Meal kits, subscription model
Nov 8, 2025SubstackRijnberk Invest InsightsUBER Uber Technologies, Inc. Information TechnologySoftware - Application Bull -autonomous vehicles, delivery, Free Cash Flow, growth, market share, network effect, profitability, ride-hailing, Strategic Partnerships, UBER
Nov 7, 2025Twitter / X@DeepValueDudeSBET SharpLink Gaming Ltd Communication ServicesEntertainment Bull NASDAQCrypto, ETH, Eth Holdings, Gaming, NAV, SBET, Staking, Staking Yields
Nov 7, 2025Fund LettersAndrew MackenSPOT Spotify Technology SA Communication ServicesMusic Streaming Bull New York Stock ExchangeAudio, Margins, Operatingleverage, scale, Streaming
Nov 7, 2025Fund LettersAndrew MackenTCEHY Tencent Holdings Ltd Communication ServicesInteractive Media & Services Bull -AI, Ecosystems, Flywheels, Margins, undervaluation
Nov 7, 2025Fund LettersAndrew MackenDASH DoorDash Inc Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeFlywheels, growth, Marketplaces, Networkeffects, Operatingleverage
Nov 7, 2025Value Investors ClubNautiluscapPOWW Outdoor Holding Company (GunBroker.com) FinancialsBanks Bull NASDAQbanking, Credit, Deposits, financial services, Interest rates, Lending
Nov 7, 2025Value Investors ClubdeleuzeICLR ICON plc Health CareBiotechnology Bull NASDAQBiotech, Clinical research, drug development, healthcare, life sciences, pharmaceuticals

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