Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 31, 2025Fund LettersAaron EdelheitHQI HireQuest Inc. IndustrialsHuman Resource & Employment Services Bull NASDAQacquisition, cashflow, franchise, Rollup, Staffing
Jul 31, 2025Fund LettersJason L. WhiteIII LN 3i Group plc Information TechnologyAsset Management & Custody Banks Bull NYSEDiscounting, growth, NAV, Privateequity, retail, valuation
Jul 31, 2025Fund LettersJason L. WhiteWING Wingstop Inc. Consumer DiscretionaryRestaurants Bull NASDAQBranding, Digital, expansion, Franchising, growth, Margins, Restaurants, Uniteconomics
Jul 31, 2025Fund LettersJason L. WhiteRBC RBC Bearings Incorporated Consumer DiscretionaryIndustrial Machinery & Supplies & Components Bull NASDAQAerospace, Bearings, Industrials, Moats, Pricing, recovery, Supplychain
Jul 31, 2025Fund LettersJason L. WhiteGXI GR Gerresheimer AG Health CareLife Sciences Tools & Services Bear -biologics, Costs, Cyclicality, Destocking, Margins, Packaging, pharma
Jul 31, 2025Fund LettersJason L. WhiteSAIA Saia, Inc. IndustrialsRoad & Rail Bear NASDAQCapacity, Cycle, Freight, Margins, Pricing, tariffs, Transportation, Volumes
Jul 31, 2025Fund LettersJason L. WhiteARIS Aris Water Solutions, Inc. UtilitiesOil & Gas Equipment & Services Bull NYSEBasin, Cyclicality, infrastructure, midstream, oil, Pipelines, Recycling, Water
Jul 31, 2025Fund LettersJason L. WhiteSPOT Spotify Technology S.A. Communication ServicesInteractive Media & Services Bull NYSEadvertising, antitrust, Audio, Margins, monetization, Regulation, Streaming, Subscriptions
Jul 31, 2025Fund LettersJason L. WhiteIRTC iRhythm Technologies, Inc. Health CareHealth Care Equipment Bull NASDAQCardiology, diagnostics, Digitalhealth, growth, Margins, Medtech, Reimbursement, Wearables
Jul 31, 2025Fund LettersJason L. WhiteBAB LN Babcock International Group PLC OtherAerospace & Defense Bull NYSEbacklog, Contracts, Defense, Government, Margins, Nuclear, Procurement, services, turnaround
Jul 31, 2025Fund LettersChristopher SmithAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQASICs, CapEx, datacenters, hyperscalers, infrastructure, leadership, Margins, Networking, Switching
Jul 31, 2025Fund LettersChristopher SmithNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, Data, efficiency, hyperscalers, inference, Margins, Moats, Roadmap, semiconductors, Software
Jul 30, 2025Twitter / X@Fierce__beastMPWR Monolithic Power Systems, Inc. Information TechnologySemiconductors Bull NasdaqAnalog, enterprise, Enterprise Data, MPWR, NVDA, Power Semiconductors, robotics, semiconductors
Jul 30, 2025Value Investors Clubmiser861BABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock ExchangeChina SOTP, Ads flywheel, Cloud inflection, GenAI inference lever, Net-cash buybacks.
Jul 30, 2025Value Investors ClubPar037839 JP Shoei Co., Ltd. Consumer DiscretionaryLeisure Products Bull New York Stock ExchangePremium brand moat, Japanese compounder, ROIC machine, Volume normalization.
Jul 30, 2025Fund LettersTristan WaineSEQ AU Sequoia Financial Group Limited FinancialsCapital Markets Bear New York Stock Exchangeexit, Governance, Integration, Margins, platform, Volatility, Wealth
Jul 30, 2025Fund LettersTristan WaineFSA AU FSA Group Limited FinancialsConsumer Finance Bull New York Stock Exchangecashflow, consumer, Counter-cyclical, Finance, founder-led, Insolvency, underwriting
Jul 30, 2025Fund LettersTristan Waine9928 JP Miroku Jyoho Service Co., Ltd. Information TechnologyApplication Software Bull New York Stock Exchangecash, compounding, Japan, SMEs, Software, Stickiness, Subscription
Jul 30, 2025Fund LettersTristan WaineCAF AU Centrepoint Alliance Limited FinancialsCapital Markets Bull New York Stock ExchangeAdvice, consolidation, Margins, platform, Regulation, Scalability, Wealth
Jul 30, 2025Fund LettersTristan WaineELIX LN Elixirr International plc IndustrialsProfessional Services Bull New York Stock ExchangeAcquisitions, cashflow, Consulting, growth, Margins, Re-rating, services

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