Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 9, 2025Fund LettersSteve JohnsonCCL AU Cuscal Ltd. Consumer DiscretionaryFinancial Infrastructure Bull Australian Securities ExchangeFintech, growth, infrastructure, M&A, Margins, Payments, synergies
Oct 9, 2025Fund LettersSteve JohnsonIEL AU IDP Education Ltd. Health CareEducation Services Bull Australian Securities ExchangeEducation, growth, mobility, Policy, Pricing power, recovery, valuation
Oct 9, 2025Fund LettersSteve JohnsonCAT AU Catapult Group International Ltd. IndustrialsSports Technology Bull Australian Securities Exchangegrowth, Margins, Process, recurring revenue, sports, technology, valuation
Oct 9, 2025Fund LettersSteve JohnsonINCH LN Inchcape plc Consumer DiscretionaryDistributors Bull NYSEAutos, buybacks, Distribution, diversification, Global, profitability, valuation
Oct 9, 2025Fund LettersSteve JohnsonVIS JP Visional, Inc. OtherProfessional Services Bull NYSE—
Oct 9, 2025Fund LettersSteve JohnsonFI US Fiserv, Inc. Information TechnologyTransaction & Payment Processing Services Bull NASDAQ—
Oct 9, 2025Fund LettersSteve JohnsonZEG LN Zegona Communications plc Communication ServicesTelecommunications Bull NYSE—
Oct 9, 2025Fund LettersSteve JohnsonCRH US CRH plc MaterialsConstruction Materials Bull NYSE—
Oct 9, 2025Fund LettersSteve JohnsonFIX US Comfort Systems USA, Inc. IndustrialsBuilding Products & Equipment Bull NYSEAI, data centers, FCF, growth, HVAC, infrastructure, Margins, valuation
Oct 9, 2025Fund LettersBrian FrankNXST US Nexstar Media Group, Inc. Communication ServicesBroadcasting Bull NASDAQbroadcasting, cash flow, consolidation, growth, M&A, Margins, media
Oct 9, 2025Fund LettersBrian FrankTGNA US Tegna Inc. Communication ServicesBroadcasting Bull NYSEbroadcasting, cash flow, consolidation, dividends, M&A, media, valuation
Oct 9, 2025Fund LettersJohn FoxLSTR US Landstar System, Inc. IndustrialsTrucking Bull NASDAQasset-light, growth, Logistics, Margins, recovery, ROIC, Trucking
Oct 9, 2025Fund LettersJohn FoxA US Agilent Technologies, Inc. Health CareLife Sciences Tools & Services Bull NYSEConsumables, growth, instruments, life sciences, Margins, R&D, recovery
Oct 9, 2025Fund LettersJohn FoxROST US Ross Stores, Inc. Consumer DiscretionaryApparel Retail Bull NASDAQConsumers, growth, Margins, Off-price, retail, Sourcing, Value
Oct 9, 2025Fund LettersJohn FoxAPH US Amphenol Corp. Information TechnologyElectronic Components Bull NYSEAI, Automation, electronics, growth, infrastructure, Margins, valuation
Oct 9, 2025Fund LettersJohn FoxVRSK US Verisk Analytics, Inc. IndustrialsResearch & Consulting Services Bear NASDAQacquisition, analytics, Data, growth, Insurance, Risk, valuation
Oct 9, 2025Fund LettersJohn FoxROST US Ross Stores, Inc. Consumer DiscretionaryApparel Retail Bull NASDAQconsumer, growth, Inventory, Margins, Off-price, retail, valuation
Oct 9, 2025Fund LettersJohn FoxAPH US Amphenol Corp. Information TechnologyElectronic Components Bull NYSEAI, Connectivity, data centers, diversification, electronics, growth, Margins
Oct 9, 2025Fund LettersJohn FoxCWST US Casella Waste Systems, Inc. IndustrialsEnvironmental & Facilities Services Bull NASDAQacquisition, growth, infrastructure, Integration, Margins, Pricing power, Recycling, waste
Oct 9, 2025Fund LettersAndrew DavidsonMSFT US Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, Bonds, cloud, Concentration, Credit, growth, Software, valuation

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