Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Aug 2, 2025Fund LettersJack PailingTHG LN THG plc FinancialsInternet & Direct Marketing Retail Bear NYSEAlignment, Branding, Churn, Governance, Incentives
Aug 2, 2025Fund LettersJack PailingNAH LN NAHL Group plc Communication ServicesResearch & Consulting Services Bear NYSECatalysts, Liquidity, M&A, Risk, valuation
Aug 2, 2025Fund LettersJack PailingMACF LN Macfarlane Group plc MaterialsTrading Companies & Distributors Bull NYSEAcquisitions, Distribution, FCF, Packaging, Switchingcosts
Aug 1, 2025Fund LettersJoost van der Mandele6169 HK China YuHua Education Corporation Limited Consumer DiscretionaryEducation Services Bull New York Stock ExchangeChinese Education, debt restructuring, deep value, Distressed debt, Regulatory risk, turnaround, Vocational Training
Jul 31, 2025Twitter / X@CParyse86296CZR Caesars Entertainment, Inc. Consumer DiscretionaryCasinos & Gaming Bull NasdaqBusiness, Czr, Digital, Digital Business, iGaming, Physical, Spin, States
Jul 31, 2025Twitter / X@InvestSpecialCVGW Calavo Growers, Inc. Consumer StaplesPackaged Foods & Meats Bull NasdaqCEO, Founder, His, Offer, Out Retirement, Prices Between, Since Founder, Succession
Jul 31, 2025Value Investors Clubissambres839TBI TrueBlue, Inc. IndustrialsHuman Resource & Employment Services Bull New York Stock ExchangeActivist squeeze, Franchise model transplant, SG&A guillotine, Forced sale optionality.
Jul 31, 2025Fund LettersJeremy Deal300750 CH Contemporary Amperex Technology Co. Limited IndustrialsCommunications Equipment Bull Shenzhen Stock ExchangeBatteries, Dominant, energy storage, EV, VPP
Jul 31, 2025Fund LettersJeremy DealBABA Alibaba Group Holding Limited Consumer DiscretionaryDistributors Bull New York Stock ExchangeAnt Group, China, investments, Sum-of-the-Parts, Value
Jul 31, 2025Fund LettersJeremy DealSPOT Spotify Technology S.A. Communication ServicesElectrical Components & Equipment Bull New York Stock ExchangeAudio, Direct Billing, monetization, Pricing power, Streaming
Jul 31, 2025Fund LettersScott LaBrecheMRK Merck & Co., Inc. Health CarePharmaceuticals Bull New York Stock Exchangecashflow, Defensives, dividends, Loe, Oncology, pipeline, vaccines
Jul 31, 2025Fund LettersScott LaBrecheNVDA NVIDIA Corporation Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, datacenters, Ecosystem, GPUs, growth, hyperscalers, Margins
Jul 31, 2025Fund LettersScott LaBrecheAVGO Broadcom Inc. Information TechnologySemiconductors & Semiconductor Equipment Bull NASDAQAI, Asic, cashflow, datacenters, growth, Margins, semiconductors
Jul 31, 2025Fund LettersScott LaBrecheORCL Oracle Corporation Information TechnologySystems Software Bull New York Stock ExchangeAI, backlog, cloud, datacenters, productivity, resilience, Software
Jul 31, 2025Fund LettersEddie ReillyOM Outset Medical, Inc. Health CareHealth Care Equipment Bull NASDAQAdoption, Consumables, Devices, Dialysis, innovation, Reimbursement
Jul 31, 2025Fund LettersEddie ReillyLGCY Legacy Education Alliance, Inc. Consumer DiscretionaryDiversified Consumer Services Bull Dubai Financial MarketDemand, Education, Margins, restructuring, Scalability, turnaround
Jul 31, 2025Fund LettersEddie ReillyTDUP ThredUp Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQApparel, Logistics, Margins, Resale, scale, Sustainability
Jul 31, 2025Fund LettersAaron EdelheitNNI Nelnet Inc. FinancialsConsumer Finance Bull New York Stock ExchangeAI, growth, Loans, productivity, Servicing
Jul 31, 2025Fund LettersAaron EdelheitGLASF Glass House Brands Inc. Consumer StaplesCultivation & Agriculture Bear USCannabis, Enforcement, Regulation, Risk, Volatility
Jul 31, 2025Fund LettersAaron EdelheitTBI TrueBlue Inc. IndustrialsHuman Resource & Employment Services Bull New York Stock Exchangeacquisition, franchise, Staffing, synergies, turnaround

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