Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Nov 5, 2025Fund LettersRobert FeitlerLIN Linde plc MaterialsIndustrial Gases Bull New York Stock Exchangebacklog, compounding, Contracts, Industrial Gases, Pricing power
Nov 5, 2025Fund LettersRobert FeitlerRHHBY Roche Holding AG Health CarePharmaceuticals Bull New York Stock Exchangediagnostics, innovation, Oncology, Patent cliff, Pharma Pipeline
Nov 5, 2025Fund LettersRobert FeitlerCOF Capital One Financial Corporation FinancialsConsumer Finance Bull New York Stock Exchangebuybacks, capital return, Consumer credit, credit quality, earnings
Nov 5, 2025Fund LettersRobert FeitlerAPD Air Products and Chemicals, Inc. MaterialsIndustrial Gases Bull New York Stock ExchangeDiscipline, Free Cash Flow, Industrial Gases, infrastructure, Pricing power
Nov 5, 2025Fund LettersRobert FeitlerMSI Motorola Solutions, Inc. Information TechnologyCommunications Equipment Bull New York Stock ExchangeCommunications, Margins, Public safety, Software Mix, valuation
Nov 5, 2025Value Investors Clubfalcon44WBD Warner Bros. Discovery, Inc. Information TechnologySoftware Bull NASDAQcloud, Digital platforms, Enterprise software, IT services, Software, technology
Nov 5, 2025Value Investors ClublordbeaverbrookTEX Terex Corporation Information TechnologySoftware Bull New York Stock Exchangecloud, Digital platforms, Enterprise software, IT services, Software, technology
Nov 5, 2025Value Investors Clubanonymous.userONTO Onto Innovation Inc. IndustrialsCommercial Services & Supplies Bull New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Nov 5, 2025SubstackThe MikrokapEVC Entravision Communication ServicesAdvertising Agencies Bull -adtech, cash flow, divestitures, EBIT growth, Entravision, investment opportunity, market undervaluation, media company, Revenue Growth, Smadex
Nov 5, 2025SubstackWonderstcksAHT.L Ashtead Group Plc IndustrialsRental & Leasing Services Bull -capital-intensive, Competition, digital platform, economic cycles, Equipment Rental, financial management, infrastructure projects, supply chain constraints, Sustainability, US market expansion
Nov 4, 2025Fund LettersGator Capital ManagementFFBC First Financial Bancorp BanksRegional Banks Bull NASDAQCommercial Banking, Credit Culture, fee income, M&A, Midwest, regional banks, Roa, Rotce, Value, yield curve
Nov 4, 2025SubstackDavid VerlanderGBFH GBank Financial ServicesBanking and Fintech Bull NASDAQ Stock Marketacquisition target, credit card infrastructure, digital liquidity, Ed Nigro, fintech platform, gaming funding, GBank, Regulatory Approval, SBA lending, slot program
Nov 4, 2025Twitter / X@KairosPraxisCLBT Cellebrite DI Ltd. Information TechnologyDigital Forensics / GovTech Bull NASDAQClbt, Implies Substantial, Incremental Contracts, International, International Contracts, Sheet Position, Substantial Operating, Supported
Nov 4, 2025Twitter / X@thevalueistPSIX Power Solutions International IndustrialsMachinery Bull NASDAQCat Cummins, Chip Packaging, data center, Data Center On Site, Gas, Power, Psi, Weichai
Nov 4, 2025Twitter / X@everyonehatesp1CNRD Conrad Industries, Inc. IndustrialsConstruction & Engineering Bull OTCAwards, Change Control, Cnrd, Defense, Executive, Inland, Payments, Shipbuilding
Nov 4, 2025Value Investors ClubblaueskobaltSHO Sunstone Hotel Investors, Inc. (Preferred Series I) IndustrialsCommercial Services & Supplies Bull New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Nov 4, 2025Value Investors Clubotto695WLKP Westlake Chemical Partners LP IndustrialsCommercial Services & Supplies Bull New York Stock Exchangeindustrial services, infrastructure, Logistics, manufacturing, Operations, Outsourcing
Nov 4, 2025Value Investors ClubporgeACNT Ascent Industries Co. Information TechnologySoftware Bull NASDAQcloud, Digital platforms, Enterprise software, IT services, Software, technology
Nov 4, 2025Fund LettersAndrew HollingworthRYM NZ Ryman Healthcare Ltd. Consumer StaplesResidential Care Bear New Zealand ExchangeGovernance, healthcare, leverage, Liquidity, management, Mistake, Real Estate
Nov 4, 2025Fund LettersAndrew HollingworthJET2 LN Jet2 Plc. Consumer DiscretionaryTravel & Leisure Bull NYSEAviation, compounding, Customer service, efficiency, Margins, Travel, valuation

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