Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 13, 2025Fund LettersMichael McCloskeyGD General Dynamics Corporation IndustrialsAerospace & Defense Bull NYSEAerospace, backlog, Contracts, Defense, diversification, growth, Jets
Oct 13, 2025Fund LettersMichael McCloskeyICLR ICON plc Health CareLife Sciences Tools & Services Bull NASDAQClinical trials, Cro, growth, pharma, Pricing, R&D, tariffs
Oct 13, 2025Fund LettersMichael McCloskeyGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, buybacks, cloud, growth, innovation, Regulation, Search
Oct 13, 2025Fund LettersDavid NeidererBWMN US Bowman Consulting Group, Ltd. IndustrialsEngineering & Construction Services Bull NASDAQbacklog, engineering, growth, infrastructure, M&A, Margins, valuation
Oct 13, 2025Fund LettersDavid NeidererWLDN US Willdan Group, Inc. IndustrialsEngineering & Construction Services Bull NASDAQbacklog, energy efficiency, growth, infrastructure, Margins, Sustainability, valuation
Oct 13, 2025Fund LettersDerek JohnstonIDXX US IDEXX Laboratories, Inc. Health CareDiagnostics & Research Bull NASDAQConsumables, diagnostics, growth, innovation, Margins, Software, Veterinary
Oct 13, 2025Fund LettersDerek JohnstonWST US West Pharmaceutical Services, Inc. Health CareHealth Care Equipment Bull NYSEbiologics, FCF, growth, innovation, Margins, Packaging, pharma
Oct 13, 2025Fund LettersBob MitchellROAD US Construction Partners, Inc. IndustrialsConstruction & Engineering Bull NASDAQbacklog, construction, growth, infrastructure, Margins, Projects, valuation
Oct 13, 2025Fund LettersBob MitchellHLIO US Helios Technologies, Inc. IndustrialsMachinery Bull NYSEgrowth, Hydraulics, machinery, Margins, restructuring, valuation
Oct 13, 2025Fund LettersBob MitchellMRCY US Mercury Systems, Inc. IndustrialsAerospace & Defense Bull NASDAQAerospace, backlog, Defense, electronics, growth, Margins, Modernization
Oct 13, 2025Fund LettersGarvin JabuschXPEV XPeng Inc. Consumer DiscretionaryAutomotive Bull NYSEAI, autonomous driving, Electric Vehicles, Ev infrastructure, Mass market, mobility, Partnerships
Oct 13, 2025Fund LettersGarvin JabuschRBRK Rubrik Inc. Information TechnologySoftware Bull NYSEAI, cybersecurity, Microsoft partnership, Ransomware, resilience, SaaS, Zero trust
Oct 13, 2025Fund LettersGarvin JabuschAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, cloud infrastructure, Diversity, energy efficiency, Governance, semiconductors, Vmware
Oct 13, 2025Fund LettersGarvin JabuschNET Cloudflare Inc. Information TechnologySoftware Bull NYSEAi edge, cybersecurity, energy efficiency, SaaS, Scalability, Sustainability, Zero trust
Oct 13, 2025SubstackMonopolistic InvestorSHO.WA Shoper Information TechnologySoftware - Application Neutral -Acquisitions, competitive threats, e-commerce, geographic concentration, Gross margin, Poland, Pricing power, Revenue Growth, SaaS, Shoper
Oct 13, 2025SubstackCoughlin CapitalKSPI.L Kaspi.kz Other- Bull -digital payments, e-commerce, EBITDA margins, high ROE, Integrated Platform, Kaspi.kz, Kazakhstan, management ownership, Turkey expansion, Undervalued Stock
Oct 13, 2025SubstackToff Cap Monday MonitorWCM.V Wilmington Capital Management Inc. Other- Neutral -capital allocation, cash shell, investment initiatives, investment management, restructuring, shareholder influence, Sisu Investments, stake acquisition, strategic interest, strategy changes
Oct 13, 2025SubstackToff Cap Monday MonitorZEFI.V Zefiro Methane Corp. Other- Neutral -board changes, environmental services, Growth Opportunities, insider buying, internal conflicts, leadership, methane capture, regulatory pressures, strategy, uncertainty
Oct 13, 2025SubstackToff Cap Monday MonitorGNS Genius Group Limited Health CareEducation & Training Services Neutral -Bitcoin treasury, CEO purchase, chaos, diversification, high-risk, insider buying, learning software, strategic shifts, undervaluation, Volatility
Oct 13, 2025SubstackToff Cap Monday MonitorFDS FactSet Research Systems Inc. FinancialsFinancial Data & Stock Exchanges Neutral -analytics, cash generation, financial data, growth challenges, insider buying, investment potential, market conditions, profitability, strategic initiatives, undervaluation

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