Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 28, 2025Twitter / X@Fierce__beastIGIC International General Insurance Holdings Ltd. FinancialsProperty & Casualty Insurance Bull NASDAQIgic, Insurance, Kinda, ROE, Similar Roe, special dividends, Speciality, underwriting
Jul 28, 2025Fund LettersMr. Damir BabanazarovADBE Adobe Inc. Information TechnologyApplication Software Bull NASDAQCreativity, Margins, Moat, Software, stability
Jul 28, 2025Fund LettersMr. Damir BabanazarovPUM GR Puma SE Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull XetraApparel, Brand, Footwear, management, Sustainability, turnaround
Jul 28, 2025Fund LettersMr. Damir BabanazarovVWSB GR Vestas Wind Systems A/S IndustrialsHeavy Electrical Equipment Bull Xetracashflow, Margins, pipeline, renewables, services, Wind
Jul 28, 2025Fund LettersMr. Damir BabanazarovNXT Nextracker Inc. IndustrialsElectrical Components & Equipment Bull NASDAQgrowth, renewable energy, Solar, spin-off, Tracking Systems
Jul 28, 2025Fund LettersMr. Damir BabanazarovZAL GR Zalando SE Consumer DiscretionaryInternet & Direct Marketing Retail Bull Xetraecommerce, Europe, Evsales, fashion, Margins, recovery
Jul 28, 2025Fund LettersMr. Damir BabanazarovZM Zoom Video Communications, Inc. Information TechnologyApplication Software Bull NASDAQFreecashflow, Green, profitability, SaaS, Unifiedcommunications, valuation
Jul 28, 2025Fund LettersMr. Damir BabanazarovCRM Salesforce, Inc. Information TechnologyApplication Software Bull New York Stock Exchangecloud, core holding, CRM, margin expansion, profitability
Jul 28, 2025Fund LettersDavid A. RolfeAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQbuybacks, Ecosystem, Free_cash_flow, Hardware, premium, Regulation, services
Jul 28, 2025Fund LettersDavid A. RolfeNFLX Netflix, Inc. Communication ServicesMovies & Entertainment Bull NASDAQadvertising, Content, Margins, Pricing_Power, scale, Streaming, Subscriptions
Jul 28, 2025Fund LettersDavid A. RolfeMSFT Microsoft Corp. Information TechnologySystems Software Bull NASDAQAI, Cash_Flow, cloud, Moats, productivity, Software, Subscription
Jul 28, 2025Fund LettersDavid A. RolfeNVDA NVIDIA Corp. Information TechnologySemiconductors Bull NASDAQAI, cloud, Data_centers, growth, hyperscale, Moats, semiconductors
Jul 28, 2025Fund LettersDrewBTC-USD Bitcoin OtherBlockchain & Digital Assets Bull Bolsas y Mercados Españoles (Madrid)Currency debasement, Macro, network effects, Scarcity, Store-Of-Value
Jul 28, 2025Value Investors Clubhkup881F Ford Motor Co. Consumer DiscretionaryAutomobiles—NYSEFord, ICE vs EV, GHG credits, tariffs, OBBB, Trump policy, auto OEMs, regulatory rollback, trucks, SUVs
Jul 28, 2025Value Investors ClubPZGR39TATT TAT Technologies Ltd IndustrialsAerospace & Defense—NYSEAerospace, MRO, Honeywell, APUs, Boeing, Airbus
Jul 28, 2025SubstackPacific Northwest EdgeCSX CSX Corporation IndustrialsRailroads Neutral -competitive moat, CSX Corporation, duopoly, earnings growth, Free Cash Flow, market downturn, Norfolk Southern Railway, railroad, Share Buybacks, supply chain
Jul 27, 2025Fund LettersAziz V. HamzaogullariVRTX Vertex Pharmaceuticals Incorporated Health CareBiotechnology Bull NASDAQBiotech, cashflow, Genetics, innovation, pipeline
Jul 27, 2025Fund LettersAziz V. HamzaogullariYUMC Yum China Holdings, Inc. Consumer DiscretionaryRestaurants Bull New York Stock Exchangeconsumer, growth, Loyalty, Margins, Restaurants
Jul 27, 2025Fund LettersAziz V. HamzaogullariTCOM Trip.com Group Ltd. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NASDAQDemand, Margins, recovery, Tourism, Travel
Jul 27, 2025Fund LettersAziz V. HamzaogullariORCL Oracle Corporation Information TechnologySystems Software Bull New York Stock Exchangecashflow, cloud, Margins, Software, Subscription

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