Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 7, 2025Fund LettersSilas MyersINTU Intuit Inc. Information TechnologyApplication Software Bull NASDAQAI, Automation, Data, Ecosystem, Fintech, growth, SaaS
Oct 7, 2025Fund LettersSilas MyersAPH Amphenol Corporation Information TechnologyElectronic Components Bull NASDAQAI, Connectivity, diversification, electronics, growth, Margins, ROIC
Oct 7, 2025Fund LettersSilas MyersORCL Oracle Corporation Information TechnologySystems Software Bull NYSEAI, cloud, EPS growth, hyperscale, infrastructure, Oci, Rpo
Oct 7, 2025Fund LettersSilas MyersAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQAI, cash flow, Ecosystem, Edge devices, Margins, recurring revenue, services
Oct 7, 2025Fund LettersAlyx WoodDRX LN Drax Group plc UtilitiesRenewable Electricity Bull NYSEenergy, growth, Policy, Power, renewables, Transition, UK, valuation
Oct 7, 2025Fund LettersAlyx WoodWISE LN Wise plc OtherFinancial Technology Bull NYSEexpansion, Fintech, growth, Payments, profitability, Scalability, UK, valuation
Oct 7, 2025Fund LettersAlyx WoodSAGA LN Saga plc FinancialsTravel & Leisure Bull NYSEcash flow, Demographics, growth, Insurance, Travel, turnaround, UK, valuation
Oct 7, 2025Fund LettersMarc-Lennart BräutigamAOF GR ATOSS Software SE OtherApplication Software Bull Bolsas y Mercados Españoles (Madrid)AI, cloud, Europe, founder-led, growth, Margins, recurring revenue, Software
Oct 7, 2025Fund LettersMarc-Lennart BräutigamLSL LN LSL Property Services plc Real EstateReal Estate Services Bull NYSEcash flow, franchise, growth, Mortgages, Real Estate, transformation, UK, valuation
Oct 7, 2025Fund LettersMarc-Lennart BräutigamMAB1 LN Mortgage Advice Bureau (Holdings) plc FinancialsDiversified Financial Services Bull NYSEAI, growth, Insurance, leadership, Mortgages, recurring revenue, UK, valuation
Oct 7, 2025Fund LettersMargaret WebbHWDN LN Howden Joinery Group Plc Consumer DiscretionarySpecialty Stores Bull NYSEcash returns, Depot density, Logistics, Margins, market share, Roce, vertical integration
Oct 7, 2025Fund LettersYaron NaymarkRLGT Radiant Logistics IndustrialsAir Freight & Logistics Bull NYSE3pl, Acquisitions, capital allocation, compounding, Freight, Logistics, Transportation, valuation
Oct 7, 2025Value Investors ClubPursewardenFGR Eiffage MaterialsConstruction & Engineering Bull Euronext Stock ExchangeFrench infrastructure, Concessions, Toll roads, APRR, Engineering services, Tolls, France
Oct 7, 2025SubstackTriples InvestingADE:DE Bitcoin Group SE Other- Bull -Bitcoin Group SE, crypto exchange, crypto treasury, cryptocurrency, European market, Institutional Investors, MicroStrategy, platform redevelopment, valuation arbitrage, valuation discount
Oct 7, 2025SubstackCompound and Fire9552.T M&A Research Institute Holdings Inc. FinancialsCapital Markets Bull -advisor productivity, AI-driven M&A, commission-only model, competitive pressures, consulting diversification, international expansion, IPO growth, Japan market, SME succession, technology integration
Oct 6, 2025Fund LettersAnthony8841 JP TOC Co., Ltd. Real EstateCommercial Real Estate Bull NYSEbuybacks, Catalyst, Inheritance, Japan, NAV, Real Estate, valuation
Oct 6, 2025Fund LettersAnthony9478 JP SE Holdings and Incubations Co., Ltd. Communication ServicesPublishing Bull NYSEAlignment, balance sheet, buybacks, deep value, growth, Japan, Publishing
Oct 6, 2025Fund LettersAnthonyMCCK US Mestek, Inc. IndustrialsBuilding Products & Equipment Bull -acquisition, cash, HVAC, Industrials, manufacturing, Upside, valuation
Oct 6, 2025Fund LettersAnthonyNLOP US Net Lease Office Properties Real EstateOffice REIT Bull NYSEcap rate, cash flow, dividends, Liquidation, Real Estate, REIT, valuation
Oct 6, 2025Fund LettersAnthonyCPH CN Cipher Pharmaceuticals Inc. Health CarePharmaceuticals Bull TSXbuybacks, cash flow, deleveraging, growth, NASDAQ, pharma, valuation

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