Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 9, 2025Fund LettersDan DavidowitzAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQcustom silicon, diversification, margin expansion, Networking, Pricing power
Oct 9, 2025Fund LettersDan DavidowitzNVDA NVIDIA Corp. Information TechnologySemiconductors Bull NASDAQAI accelerators, Ecosystem moat, FCF, hyperscaler capex, Networking
Oct 9, 2025Fund LettersGraham Rhodes1523 HK Plover Bay Technologies Ltd. Information TechnologyCommunications Equipment Bull NYSEConnectivity, growth, Hong Kong, Networking, ROE, SaaS, Satellite, Starlink
Oct 9, 2025Fund LettersWill NasgovitzXRAY Dentsply Sirona Inc. Health CareHealth Care Supplies Bull NASDAQDental, Execution, Free Cash Flow, leadership, Margins, turnaround, valuation
Oct 9, 2025Fund LettersWill NasgovitzCVGW Calavo Growers, Inc. Consumer StaplesPackaged Foods & Meats Bull NASDAQbuyout, growth, Margins, net cash, Prepared foods, rerating, turnaround
Oct 9, 2025Fund LettersWill NasgovitzPBPB Potbelly Corporation Consumer DiscretionaryRestaurants Bull NASDAQacquisition, Franchising, leadership, Margins, Operations, same-store sales, turnaround
Oct 9, 2025Fund LettersColin McWeyLRCX Lam Research Corporation Information TechnologySemiconductor Equipment Bull NASDAQCapEx, consolidation, Etch, market share, Semicap, services, Upcycle
Oct 9, 2025Fund LettersColin McWeyDHI D.R. Horton, Inc. Consumer DiscretionaryHomebuilding Bull NYSEaffordability, Book Value, buybacks, homebuilding, Orders, ROIC, scale
Oct 9, 2025Fund LettersBradford EvansPBH Prestige Consumer Healthcare Inc. Health CarePharmaceuticals Bull NYSEEarnings-recovery, Integration, Inventory, Margins, OTC, supply chain, valuation
Oct 9, 2025Fund LettersBradford EvansMTRN Materion Corporation MaterialsSpecialty Chemicals Bull NYSECapacity, divestiture, EBITDA, guidance, Margins, recovery, semiconductors
Oct 9, 2025Fund LettersBradford EvansPHIN Phinia Inc. Consumer DiscretionaryAuto Parts & Equipment Bull NYSEaftermarket, Auto parts, buybacks, cost savings, deleveraging, oligopoly, rerating
Oct 9, 2025Fund LettersBradford EvansBRC Brady Corporation IndustrialsElectronic Equipment, Instruments & Components Bull NYSEbuybacks, Consumables, data centers, dividends, Identification, margin expansion, Tuck-ins
Oct 9, 2025Fund LettersDavid BastianAKA US a.k.a. Brands Holding Corp. Consumer DiscretionaryApparel Retail Bull NYSEAlignment, fashion, growth, Margins, retail, tariffs, valuation
Oct 9, 2025Fund LettersDavid BastianMAGN US Magnera Corp. MaterialsMetals & Mining Bull NYSEenergy, Industrials, Margins, Metals, recovery, restructuring, tariffs
Oct 9, 2025Fund LettersDavid BastianWW US WW International, Inc. Consumer DiscretionaryPersonal Products Bull NASDAQGLP-1, growth, healthcare, Partnerships, restructuring, Weight loss, Wellness
Oct 9, 2025Fund LettersDavid BastianGCO US Genesco Inc. Consumer DiscretionaryApparel Retail Bull NYSEApparel, cash flow, growth, recovery, retail, turnaround, valuation
Oct 9, 2025Fund LettersDavid BastianAIV US Apartment Investment and Management Co. Real EstateResidential REIT Bull NYSEasset sales, dividends, Liquidation, NAV, Real Estate, recovery, REIT, Value
Oct 9, 2025Fund LettersDavid BastianUNFI US United Natural Foods, Inc. Consumer StaplesFood Distributors Bull NYSEcash flow, deleveraging, food distribution, Margins, recovery, resilience, valuation
Oct 9, 2025Fund LettersJohn FoxFSV CN FirstService Corporation Real EstateProfessional Services Bull TSXAcquisitions, compounding, growth, M&A, Property-services, recurring revenue, resilience
Oct 9, 2025Fund LettersSteve JohnsonPPE AU Peoplein Ltd. IndustrialsProfessional Services Bull Australian Securities Exchange—

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