Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 30, 2025Fund LettersTristan WaineDSW LN DSW Capital plc IndustrialsProfessional Services Bull New York Stock Exchangeasset-light, cashflow, Franchising, growth, Margins, Professional, services, small-cap
Jul 30, 2025Fund LettersDaniel S. LoebINF LN Informa PLC Communication ServicesPublishing Bull New York Stock ExchangeB2B Events, capital return, compounding, live events, Middle East Expansion, network effects, valuation
Jul 30, 2025Fund LettersDaniel S. LoebCASY Casey's General Stores, Inc. Consumer StaplesConsumer Staples Merchandise Retail Bull NASDAQConvenience Store, Employee Retention, Fresh Food, M&A Roll-up, Pizza, Rural Strategy, Unit growth
Jul 30, 2025Fund LettersDaniel S. LoebRKT Rocket Companies, Inc. FinancialsMortgage Finance Bull New York Stock ExchangeAI automation, Cost synergies, Fintech, Market Share Gain, Merger Arbitrage, mortgage origination, Refinancing, Servicing
Jul 30, 2025Fund LettersAdam WilkDR CN Medical Facilities Corp. Health CareMedical Care Facilities Bull NYSEacquisition, cashflow, divestiture, Margins, Surgery
Jul 30, 2025Fund LettersAdam WilkKITS CN Kits Eyecare Ltd. Consumer DiscretionarySpecialty Retail Bull NYSEecommerce, Eyewear, growth, Retention, Uniteconomics
Jul 30, 2025Fund LettersAdam WilkSYZ CN Sylogist Ltd. Information TechnologySoftware - Application Bull NYSEgrowth, Integration, Margins, Recurringrevenue, Software
Jul 30, 2025Fund LettersAdam WilkAPG APi Group Corp. IndustrialsEngineering & Construction Bull NYSEAutomation, cashflow, Regulation, Safety, services
Jul 30, 2025Fund LettersAdam WilkNRP Natural Resource Partners L.P. EnergyThermal Coal Bull NYSEcashflow, coal, deleveraging, royalties, Supplydemand
Jul 30, 2025Fund LettersMathias SaggauFERG LN Ferguson plc IndustrialsIndustrial Distribution Bull NYSEcashflow, compounding, Distribution, Renovation, scale
Jul 30, 2025Fund LettersMathias SaggauWINE LN Naked Wines plc Consumer StaplesInternet & Direct Marketing Retail Bear NYSEDigitalization, Discipline, Inventory, profitability, turnaround
Jul 30, 2025Value Investors ClubAlpinistFI Fiserv Inc Information TechnologyData Processing & Outsourced Services—NASDAQFiserv, Clover, payments, fintech, buybacks
Jul 30, 2025Value Investors ClubbaldyALGN Align Technology Inc Health CareHealth Care Equipment—NASDAQAlign, Invisalign, orthodontics, TAM, growth
Jul 29, 2025Twitter / X@InvestSpecialONIT Onity Group Inc. FinancialsConsumer Finance Bull New York Stock ExchangeAllowance, COOP, Homebuilders, Loan Servicing, Mortgage, Onit, Peers, Servicing
Jul 29, 2025Fund LettersConrad van TienhovenPEP PepsiCo, Inc. Consumer StaplesSoft Drinks Bull NASDAQBeverages, consumer, Defensives, dividend, inflation, Margins, Snacks
Jul 29, 2025Fund LettersConrad van TienhovenSBUX Starbucks Corporation Consumer DiscretionaryRestaurants Bull NASDAQBrand, Coffee, consumer, Loyalty, Margins, Restaurants, turnaround
Jul 29, 2025Fund LettersConrad van TienhovenLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeDiabetes, Glp1, Obesity, pharmaceuticals, pipeline, Pricing, Reimbursement
Jul 29, 2025Fund LettersBrian CampbellAER AerCap Holdings N.V. IndustrialsTrading Companies & Distributors Bull New York Stock ExchangeAircraft Leasing, asset sales, Book Value, buybacks, Supply
Jul 29, 2025Fund LettersBrian CampbellAWI Armstrong World Industries, Inc. IndustrialsBuilding Products Bull New York Stock ExchangeAcquisitions, Building Products, Margins, Moat, Pricing
Jul 29, 2025Fund LettersBrian CampbellNEU NewMarket Corporation MaterialsChemicals Bull New York Stock Exchangebuybacks, Capacity, Chemicals, Defense, oligopoly

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