Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 27, 2025Fund LettersAziz V. HamzaogullariMELI MercadoLibre, Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQecommerce, Fintech, growth, Logistics, Margins
Jul 27, 2025Fund LettersAziz V. HamzaogullariNFLX Netflix, Inc. Communication ServicesMovies & Entertainment Bull NASDAQcashflow, Content, Margins, Streaming, Subscriptions
Jul 27, 2025Fund LettersDonny BuchananRDX AU Redox Limited MaterialsChemicals Bull New York Stock Exchangechemical distribution, Cost Reset, Family-Led, market share, operating leverage, valuation
Jul 27, 2025Fund LettersDonny BuchananAD8 AU Audinate Group Limited Information TechnologyElectronic Equipment, Instruments & Components Bull New York Stock ExchangeAv Technology, Inventory Cycle, market dominance, network effect, turnaround, valuation, Video Expansion
Jul 27, 2025Fund LettersDonny BuchananPME AU Pro Medicus Limited Health CareHealth Care Technology Bull New York Stock ExchangeCloud software, contract wins, high margins, quality compounder, Radiology It, valuation
Jul 27, 2025Fund LettersDonny BuchananPNI AU Pinnacle Investment Management Group Limited FinancialsCapital Markets Bull New York Stock ExchangeAcquisitions, asset management, capital allocation, global expansion, Multi-Affiliate Model, organic growth
Jul 27, 2025Fund LettersDonny BuchananCAT AU Catapult Group International Ltd Information TechnologySoftware Bull New York Stock Exchangecross-selling, profitability inflection, Retention, SaaS, Sports tech, valuation, Wearables
Jul 27, 2025Fund LettersDonny BuchananTNE AU Technology One Limited Information TechnologySoftware Bear New York Stock Exchangecapital allocation, Enterprise software, exit, SaaS, valuation
Jul 27, 2025Fund LettersDonny BuchananARB AU ARB Corporation Limited Consumer DiscretionaryAuto Components Bear New York Stock ExchangeAutomotive Accessories, exit, macro headwinds, supply chain, tariffs
Jul 27, 2025Fund LettersNick ThomsonGOOG Alphabet Inc. Communication ServicesInteractive Media & Services Bull NASDAQAI, Competitive Advantage, Distribution, Search, tech giants, valuation
Jul 27, 2025Fund LettersNick ThomsonMELI MercadoLibre, Inc. Consumer DiscretionaryBroadline Retail Bull NASDAQArgentina, e-commerce, Fintech, growth acceleration, Latin America, market share
Jul 27, 2025Fund LettersNick ThomsonSE Sea Limited Communication ServicesInteractive Media & Services Bull New York Stock Exchangee-commerce, Fintech, Gaming, Garena, profitability, Shopee, Southeast Asia, turnaround
Jul 27, 2025Fund LettersWally WeitzKMX CarMax, Inc. Consumer DiscretionaryAutomotive Retail Bear New York Stock Exchangeaffordability, Credit, Margins, Rates, Usedcars
Jul 27, 2025Fund LettersWally WeitzHEI HEICO Corporation IndustrialsAerospace & Defense Bull New York Stock ExchangeAcquisitions, Aerospace, aftermarket, compounding, Defense
Jul 27, 2025Fund LettersSteve JohnsonEXP AU Experience Co Ltd. MaterialsBuilding Materials Bull NYSEcashflow, Leisure, rerating, Tourism, turnaround
Jul 27, 2025Fund LettersSteve JohnsonMTO AU Motorcycle Holdings Ltd. Consumer DiscretionaryAuto & Truck Dealerships Bull NYSEacquisition, consolidation, Dealerships, growth, profitability
Jul 27, 2025Fund LettersSteve JohnsonAMA AU AMA Group Ltd. FinancialsAsset Management Bull NYSECollisionrepair, deleveraging, Margins, Operations, turnaround
Jul 27, 2025Fund LettersSteve JohnsonNZX NZ NZX Ltd. FinancialsFinancial Data & Stock Exchanges Bull NYSEAssetmanagement, cashflow, Exchange, indices, technology
Jul 27, 2025Fund LettersSteve JohnsonEML AU EML Payments Ltd. Consumer DiscretionaryTools & Accessories Bull NYSEExecution, Governance, growth, Payments, turnaround
Jul 27, 2025Fund LettersSteve JohnsonOML AU Ooh!Media Ltd. Communication ServicesAdvertising Agencies Bull NYSEadvertising, cashflow, media, Outdoor, recovery

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