Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 29, 2025Fund LettersShawn JakupiEHC Encompass Health Corporation Health CareHealth Care Facilities Bull New York Stock Exchangecashflow, Demographics, healthcare, infrastructure, Rehabilitation
Jul 29, 2025Fund LettersShawn JakupiISRG Intuitive Surgical, Inc. Health CareHealth Care Equipment Bull NASDAQAutomation, Demographics, healthcare, robotics, Surgery
Jul 29, 2025Fund LettersPeter BourbeauICLR ICON plc Health CareLife Sciences Tools & Services Bear NASDAQFunding, Normalization, Outsourcing, Pipelines, visibility
Jul 29, 2025Fund LettersPeter BourbeauLIN Linde plc MaterialsIndustrial Gases Bull NYSEcashflow, Gases, Industrial, Pricing, Space
Jul 29, 2025Fund LettersPeter BourbeauAIR FP Airbus SE IndustrialsAerospace & Defense Bull Euronext Stock ExchangeAerospace, backlog, cashflow, Defense, Travel
Jul 29, 2025Fund LettersPeter BourbeauNOW ServiceNow, Inc. Information TechnologySystems Software Bull NYSEAI, Automation, Margins, SaaS, Workflows
Jul 29, 2025Fund LettersPeter BourbeauMRVL Marvell Technology, Inc. Information TechnologySemiconductors Bull NASDAQAI, Interconnect, Networking, semiconductors, valuation
Jul 29, 2025Fund LettersPeter BourbeauTSM Taiwan Semiconductor Manufacturing Company Limited Information TechnologySemiconductors Bear NYSECapEx, Concentration, Geopolitics, Risk, semiconductors
Jul 29, 2025Fund LettersEvan BaumanTGT Target Corporation Consumer DiscretionaryGeneral Merchandise Stores Bear NYSECompetition, Discretionary, Margins, retail, tariffs
Jul 29, 2025Fund LettersEvan BaumanICLR ICON, plc Health CareLife Sciences Tools & Services Bear NASDAQFunding, Outsourcing, Pipelines, valuation, visibility
Jul 29, 2025Fund LettersEvan BaumanPLTR Palantir Technologies, Inc. Information TechnologyApplication Software Bull NYSEAI, analytics, growth, Margins, Software
Jul 29, 2025Fund LettersEvan BaumanSNPS Synopsys, Inc. Information TechnologyApplication Software Bull NASDAQduopoly, Margins, Pricing, semiconductors, Software
Jul 29, 2025Fund LettersEvan BaumanLLY Eli Lilly and Company Health CarePharmaceuticals Bear NYSECompetition, Obesity, pharmaceuticals, Pipelines, valuation
Jul 29, 2025Value Investors Clubfelton2MCO Moody’s Corp FinancialsFinancial Data & Analytics Bull NYSEcredit ratings, refinancing, private credit, analytics, duopoly, FCF
Jul 29, 2025Value Investors ClubLiveLaughLoveCHTR Charter Communications Inc Communication ServicesCable & Satellite—NASDAQBroadband, Cable, FCF, Telecom, Fiber, Wireless
Jul 29, 2025Short ThesisThe Bear CavePTHL Pheton Holdings Ltd Health CareMedical Information Systems Bear Hong Kong Stock ExchangeGovernance, Healthcare IT, Opaque, Related-party, Speculation
Jul 29, 2025Short ThesisBleecker StreetUTHR United Therapeutics Corp Health CareBiotechnology Bear NASDAQAccounting, Generics, Patent risk, pipeline, Pulmonary hypertension
Jul 29, 2025SubstackVoss CapitalFLYW Flywire Corporation TechnologySoftware - Infrastructure Bull -education payments, Flywire, Free Cash Flow, incremental EBITDA margins, operating leverage, regulatory headwinds, Sertifi acquisition, Student Financial Services, travel and B2B growth, UK market expansion
Jul 28, 2025Twitter / X@escvel0city11TLN TransAlta Corporation UtilitiesIndependent Power Producers & Energy Traders Bull Toronto Stock Exchangedatacenters, Jump, Pjm, Pjm Power, Power, Power Price, Prices, RACE
Jul 28, 2025Twitter / X@JKeynesAlphaESTC Elastic N.V. Information TechnologyApplication Software Bull New York Stock ExchangeElastic, enterprise, Layer, MongoDB, Payments, Retrieval, Retrieval Layer, Search

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