Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Oct 21, 2025Fund LettersMatthew FineLUN Lundin Mining Corp. MaterialsCopper & Gold Mining Bull NYSEcash flow, Copper, Gold, Hedge, Mining, Operations
Oct 21, 2025Fund LettersMatthew FineCS CCO Capstone Copper Corp. MaterialsCopper Mining Bull NYSEChile, Copper, expansion, FCF, Production, Supply, valuation
Oct 21, 2025Fund LettersMichael E. SchroerTSEM Tower Semiconductor Ltd. Information TechnologySemiconductors Bull NASDAQAI, data centers, diversification, Foundry, growth, Photonics, semiconductors
Oct 21, 2025Fund LettersNick GreenwoodAERI Aquila European Renewables plc FinancialsRenewable Energy Infrastructure Bull NYSEenergy transition, infrastructure, NAV discount, Portfolio sale, renewables, yield
Oct 21, 2025Fund LettersNick GreenwoodPRSR PRS REIT plc Real EstateResidential REIT Bull NYSEActivism, Corporate action, Housing, NAV discount, REIT, takeover
Oct 21, 2025Fund LettersBrian AngerameRBLX Roblox Corporation Communication ServicesInteractive Home Entertainment Bull NYSEadvertising, Creator economy, Engagement, growth, monetization, network effects, UGC
Oct 21, 2025Fund LettersTim EriksenPHIG PHI Group Inc. FinancialsAerospace & Defense Services Bull Dubai Financial MarketAviation, deleveraging, Margins, Oil & Gas, restructuring, turnaround
Oct 21, 2025Fund LettersTim EriksenENDI ENDI Corp. FinancialsAsset Management & Custody Banks Bull -asset management, AUM, fixed income, Liquidity, Margins, valuation
Oct 21, 2025Fund LettersTim EriksenSODI Solitron Devices Inc. Information TechnologyAerospace & Defense Bull -Amraam, backlog, Contracts, Defense, Himars, margin expansion, semiconductors
Oct 21, 2025Fund LettersTimothy M. DoyleSABR Sabre Corp. Information TechnologyTravel Technology Bull NASDAQBonds, Collateral, credit quality, deleveraging, Free Cash Flow, Software, Travel
Oct 21, 2025Fund LettersVic CunninghamROG Rogers Corporation Information TechnologyElectronic Components Bull NYSEActivism, Electronic materials, growth, Ip, Margins, restructuring
Oct 21, 2025Fund LettersVic CunninghamBOISE Boise Cascade Co. OtherBuilding Materials Bull NYSEBuilding materials, cash, consolidation, Housing, recovery
Oct 21, 2025Fund LettersVic CunninghamAMBC Ambac Financial Group Inc. FinancialsInsurance Brokers & Services Bull NYSEacquisition, Capital-light, Insurance, Mga, Tax assets, transformation
Oct 21, 2025Fund LettersVimal PatelORCL Oracle Corp. Information TechnologySystem Software Bull NYSEAI, backlog, cloud, Margins, Oci, Partnerships, Software
Oct 21, 2025Fund LettersVimal PatelAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, Asic, data centers, Free Cash Flow, hyperscale, semiconductors
Oct 21, 2025Fund LettersVimal PatelWDC Western Digital Corp. Information TechnologyComputer Storage & Peripherals Bull NASDAQAI, Demand, Margins, Memory, Pricing, profitability, Storage
Oct 21, 2025Fund LettersVimal PatelBE Bloom Energy Corp. IndustrialsRenewable Energy Equipment Bull NYSEAI infrastructure, clean energy, data centers, energy transition, Hydrogen, Tax credit
Oct 21, 2025Fund LettersBryan BarrettPBH Prestige Consumer Healthcare Health CarePharmaceuticals Bull NYSEAcquisitions, brands, cashflow, consumer, healthcare, OTC, pharmaceuticals
Oct 21, 2025Fund LettersBryan BarrettGLOB Globant S.A. Information TechnologyIT Services Bull NYSEAI, Consulting, Digital transformation, growth, IT services, recovery, valuation
Oct 21, 2025Fund LettersChris WallerGLIBA GCI Liberty Inc. Communication ServicesTelecommunications Bull NASDAQAcquisitions, compounding, FCF, Liberty, tax shield, Telecom

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