Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 4, 2025Fund LettersCormac WeldonNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, datacenter, growth, Margins, semiconductors, valuation
Aug 4, 2025Fund LettersCormac WeldonCMG Comfort Systems USA Inc. Consumer DiscretionaryConstruction & Engineering Bull NYSEbacklog, construction, growth, Industrial, Margins, valuation
Aug 4, 2025Fund LettersCormac WeldonAAPL Apple Inc. Information TechnologyConsumer Electronics Bull NASDAQBrand, growth, Margins, services, technology, valuation
Aug 4, 2025Fund LettersHarvey Warren SaxSBGI Sinclair Broadcast Group, Inc. Communication ServicesBroadcasting Bull NASDAQAtsc 3.0, broadcasting, cash flow, dividends, insider buying
Aug 4, 2025Fund LettersHarvey Warren SaxZBRA Zebra Technologies Corporation Information TechnologyElectronic Equipment & Instruments Bull NASDAQCapEx, Digitization, Logistics, RFID, tariffs
Aug 4, 2025Fund LettersHarvey Warren SaxAMD Advanced Micro Devices, Inc. Information TechnologySemiconductors Bull NASDAQAI, data center, GPUs, growth, semiconductors
Aug 4, 2025Fund LettersHarvey Warren SaxAMZN Amazon.com, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAI, cloud, e-commerce, Margins, scale
Aug 4, 2025Fund LettersHarvey Warren SaxLULU Lululemon Athletica Inc. Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull NASDAQActivewear, Brand, International, Margins, tariffs
Aug 4, 2025Fund LettersHarvey Warren SaxAPPF AppFolio, Inc. Information TechnologyApplication Software Bull NASDAQgrowth, Margins, property management, recurring revenue, SaaS
Aug 4, 2025Fund LettersHarvey Warren SaxGRAL Grail, Inc. Health CareBiotechnology Bull NASDAQdiagnostics, Oncology, recurring revenue, Regulation, Screening
Aug 4, 2025Fund LettersHarvey Warren SaxROK Rockwell Automation, Inc. IndustrialsIndustrial Machinery Bull NYSEAutomation, Industrial, Margins, Reshoring, Software
Aug 4, 2025Fund LettersHarvey Warren SaxET Energy Transfer L.P. EnergyOil & Gas Storage & Transportation Bull NYSEContracts, dividends, LNG, midstream, tariffs
Aug 4, 2025Fund LettersHarvey Warren SaxGOOG Alphabet, Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, buybacks, cloud, Free Cash Flow
Aug 4, 2025Fund LettersMarc WerresBDX Becton, Dickinson and Company Health CareMedical Instruments & Supplies Bull NYSEConsumables, deleveraging, Margins, Medtech, restructuring
Aug 4, 2025Value Investors ClubCondorSEAT Vivid Seats Inc. Communication ServicesInteractive Media & Services (Ticket Marketplaces)—NASDAQticketing, secondary market, white-label, CAC vs. take rate, reverse split, TRA liability
Aug 3, 2025Value Investors ClubGoBills42MODG Topgolf Callaway Brands Corp Consumer DiscretionaryLeisure Products—NYSEspin-off, consumer, golf, entertainment, SOTP
Aug 3, 2025Value Investors ClubglassonionAAC Australian Agricultural Company Ltd Consumer StaplesPackaged Foods & Meats—Australian Securities Exchangebeef, Australia, NTA, Tavistock, Tattarang, privatization
Aug 3, 2025Value Investors ClubBud_SpencerPRU LN Prudential plc FinancialsLife & Health Insurance—London Stock Exchangeinsurance, Asia, demographics, compounding, protection gap
Aug 3, 2025Value Investors ClubRMSMauretaniaDAVE Dave Inc. Information TechnologyConsumer Finance—NASDAQpayday, fintech, CAC, churn, Plaid fees, FTC, TAM saturation, derating
Aug 3, 2025Value Investors Clubfunkycold87LAND Gladstone Land Corp Real EstateSpecialized REITs—NASDAQfarmland, REIT, California, leverage, NAV, short

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