Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 21, 2025Fund LettersHoward GleicherCOF Capital One Financial Corp. FinancialsConsumer Finance Bull NYSEbanking, Cards, cloud, consumer finance, Credit, Payments
Aug 21, 2025Fund LettersHoward GleicherPYPL PayPal Holdings Inc. FinancialsData Processing & Outsourced Services Bear NASDAQCompetition, ecommerce, Fintech, Margins, Payments, strategy
Aug 21, 2025Fund LettersHoward GleicherALC SW Alcon AG Health CareHealth Care Equipment Bull Swiss ExchangeThe long-term outlook remains strong given aging demographics and rising global eye-care utilization.
Aug 21, 2025Fund LettersHoward GleicherAMGN Amgen Inc. Health CareBiotechnology Bull NASDAQBiotech, innovation, Obesity, Oncology, pipeline, Pricing, therapeutics
Aug 21, 2025Fund LettersHoward GleicherMCHP Microchip Technology Inc. Information TechnologySemiconductors Bull NASDAQautomotive, Industrial, IoT, Margins, Microcontrollers, semiconductors, turnaround
Aug 21, 2025Fund LettersHoward GleicherCCO CN Cameco Corporation Communication ServicesCoal & Consumable Fuels Bull TSXContracts, Decarbonization, energy, Fuel-cycle, Nuclear, Pricing, uranium
Aug 21, 2025Fund LettersDaniel L. MillerSEI Solaris Energy EnergyOil & Gas Equipment & Services Bull NYSEAI, Demand, energy, infrastructure, Margins, services
Aug 21, 2025Fund LettersJames A.ColganSAIA Saia, Inc. IndustrialsTrucking Bull NASDAQFreight, Logistics, Margins, network, Transportation, Trucking
Aug 21, 2025Fund LettersJames A.ColganODD Oddity Tech Ltd. Consumer StaplesPersonal Products Bull NASDAQAI, Beauty, brands, consumer, ecommerce, growth
Aug 21, 2025Fund LettersJames A.ColganSTRL Sterling Infrastructure, Inc. IndustrialsConstruction Machinery & Heavy Trucks Bull NASDAQbacklog, construction, datacenters, infrastructure, Margins, Onshoring
Aug 21, 2025Fund LettersJames A.ColganLTH Life Time Group Holdings, Inc. Consumer DiscretionaryLeisure Facilities Bull NYSEconsumer, Fitness, growth, Leisure, realestate, services
Aug 21, 2025Fund LettersJames A.ColganINDI indie Semiconductor, Inc. Information TechnologySemiconductors Bull NASDAQAdas, automotive, cashflow, growth, Safety, semiconductors
Aug 21, 2025Fund LettersJames A.ColganSIMO Silicon Motion Technology Corp. ADR Information TechnologySemiconductors Bull NASDAQControllers, datacenter, Pcs, semiconductors, Ssd, Storage
Aug 21, 2025Fund LettersJames A.ColganATI ATI Inc. MaterialsSteel Bull NYSEAerospace, Alloys, backlog, Margins, materials, Titanium
Aug 21, 2025Fund LettersJames A.ColganPGY Pagaya Technologies Ltd. Information TechnologyApplication Software Bull NASDAQAI, consumer, Credit, Fintech, Lending, Platforms
Aug 21, 2025Value Investors ClubavahazCPR Campari Group Health CareDistillers & Vintners Bull Borsa Istanbulagave costs, aperitif, Aperol, Campari, capex normalization, Courvoisier, Espolòn, margin expansion, non-alcoholic, rerating, RTD, SG&A, Simon Hunt, tariffs, tequila, USMCA, Wild Turkey
Aug 21, 2025Value Investors ClubHighwindRRX Regal Rexnord Corp IndustrialsElectrical Components & Equipment Bull NYSEA/R securitization, ABB, Altra, AMC, Automation, data centers, deleveraging, eVTOL, Honeywell, humanoid robots, HVAC, IPS, margin expansion, PES, powertrain
Aug 21, 2025Value Investors ClublarsIT Gartner Inc. Information TechnologyResearch & Consulting Services Bull NYSEAI trough of disillusionment, buybacks, Contract Value (CV), federal budget cycle, GBS, GTS, Magic Quadrant, negative working capital, subscription research, tariffs
Aug 21, 2025Value Investors ClubJWF211AMRN Amarin Corporation plc Health CarePharmaceuticals Bull NASDAQEU reimbursement, ex-US commercialization, Hikma, induced infringement, milestones, net cash, patent 2039, Recordati, royalty model, Sarissa, skinny-label, supply margin, Vascepa
Aug 21, 2025SubstackAlluvialGAMI GAMCO Investors, Inc. FinancialsAsset Management Bull -asset management, AUM retention, dividends, enterprise value, GAMCO Investors, leadership transition, Mario Gabelli, Market Capitalization, share repurchases, value investing

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