Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 7, 2025Fund LettersScott MillerPAR PAR Technology Corporation Information TechnologySoftware - Application Bull NYSEpipeline, POS, profitability, QSR, Software
Aug 7, 2025Fund LettersScott MillerKKR KKR & Co. Inc. FinancialsAsset Management Bull NYSEAlternatives, AUM, Distribution, Fundraising, private equity
Aug 7, 2025Fund LettersScott MillerCLBT Cellebrite DI Ltd. Information TechnologySoftware - Infrastructure Bull NASDAQARR, Catalysts, Intelligence, sale, Software
Aug 7, 2025Fund LettersScott MillerLFCR LifeCore Biomedical Inc. Health CareDrug Manufacturers - Specialty & Generic Bull NASDAQCapacity, CDMO, leverage, manufacturing, tariffs
Aug 7, 2025Fund LettersScott MillerBUR Burford Capital Limited FinancialsAsset Management Bull NYSEAsymmetric, Catalyst, Claims, litigation, Sovereign
Aug 7, 2025Fund LettersScott MillerSOC Sable Offshore Corp. EnergyOil & Gas Drilling Bull -Catalyst, litigation, Offshore, oil, Re-rating
Aug 7, 2025Fund LettersShilpa Marda MehraHOOD Robinhood Markets, Inc. FinancialsCapital Markets Bull NASDAQBrokerage, Cryptocurrencies, Fintech, Retail Investing, User growth
Aug 7, 2025Fund LettersShilpa Marda MehraAXON Axon Enterprise, Inc. IndustrialsAerospace & Defense Bull NASDAQcompounding, law enforcement, Moats, Public safety, SaaS
Aug 7, 2025Fund LettersStephen YacktmanPEP PepsiCo, Inc. Consumer StaplesSoft Drinks Bull NASDAQbranded, dividends, Pricing, resilience, Staples, tariffs
Aug 7, 2025Fund LettersStephen Yacktman005935 KS Samsung Electronics Co Ltd Preferred Information TechnologyTechnology Hardware, Storage & Peripherals Bull NYSEbuybacks, discount, Foundry, Governance, Memory, Smartphones
Aug 7, 2025Fund LettersStuart PearceBABA Alibaba Group Holding Limited Consumer DiscretionaryInternet & Direct Marketing Retail Bull NYSEbuybacks, China, cloud, diversification, e-commerce
Aug 7, 2025Fund LettersStuart PearceLYB LyondellBasell Industries N.V. MaterialsCommodity Chemicals Bull NYSEasset sales, Chemicals, Free Cash Flow, Margins, restructuring
Aug 7, 2025Fund LettersStuart PearceRHI Robert Half Inc. IndustrialsHuman Resource & Employment Services Bull NYSECycle, Downturn, Employment, Staffing, valuation
Aug 7, 2025Fund LettersStuart PearceLBRDA Liberty Broadband Corporation Communication ServicesCable & Satellite Bull NASDAQcable, consolidation, discount, synergies, Tracking stock
Aug 7, 2025Fund LettersStuart PearceTHO Thor Industries, Inc. Consumer DiscretionaryLeisure Products Bull NYSEbuybacks, Cycle, Free Cash Flow, Leisure, RVs
Aug 7, 2025Fund LettersStuart PearceGPI Group 1 Automotive, Inc. Consumer DiscretionarySpecialty Stores Bull NYSEAuto dealers, capital allocation, diversification, Mid-cycle, Re-rating
Aug 7, 2025Fund LettersStuart PearceAN AutoNation, Inc. Consumer DiscretionarySpecialty Stores Bull NYSEAuto retail, cash flow, Cyclicals, Re-rating, valuation
Aug 7, 2025Fund LettersStuart PearceLNR CN Linamar Corporation Consumer DiscretionaryAuto Parts & Equipment Bull TSXAuto parts, Autos, Free Cash Flow, Reshoring, tariffs
Aug 7, 2025Fund LettersStuart PearceDKS Dick's Sporting Goods, Inc. Consumer DiscretionarySpecialty Stores Bull NYSEacquisition, retail, Returns, synergies, valuation
Aug 7, 2025Fund LettersNicholas D’AgnilloHZO MarineMax, Inc. Consumer DiscretionarySpecialty Stores Bull NYSECyclicality, Margins, Marinas, services, transformation

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