Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 27, 2025 | Fund Letters | Steve Johnson | ZETA | Zeta Global Holdings Corp. | Information Technology | Software - Infrastructure | Bull | NYSE | Data, Marketing, SaaS, Software, valuation | Login |
| Jul 27, 2025 | Fund Letters | Steve Johnson | APG | APi Group Corporation | Industrials | Engineering & Construction | Bull | NYSE | cashflow, consolidation, Recurring, Safety, services | Login |
| Jul 27, 2025 | Fund Letters | Steve Johnson | TKO | TKO Group Holdings, Inc. | Communication Services | Entertainment | Bull | NYSE | Content, media, rights, sports, synergies | Login |
| Jul 27, 2025 | Fund Letters | Steve Johnson | FLUT | Flutter Entertainment plc | Consumer Discretionary | Gambling | Bull | NYSE | Betting, Gaming, growth, Online, Regulation | Login |
| Jul 27, 2025 | Fund Letters | Steve Johnson | MTX GR | MTU Aero Engines AG | Materials | Specialty Chemicals | Bull | - | Aerospace, aftermarket, Engines, growth, valuation | Login |
| Jul 27, 2025 | Fund Letters | Steve Johnson | FIX | Comfort Systems USA, Inc. | Industrials | Engineering & Construction | Bull | NYSE | backlog, construction, Datacentres, HVAC, Margins | Login |
| Jul 27, 2025 | Fund Letters | Steve Johnson | WISE LN | Wise plc | Other | - | Bull | NYSE | Digital, Fintech, Listings, Margins, Payments | Login |
| Jul 27, 2025 | Fund Letters | Steve Johnson | 4194 CN | Visional, Inc. | Communication Services | Internet Content & Information | Bull | NYSE | compounding, growth, HR, Recruitment, Software | Login |
| Jul 27, 2025 | Fund Letters | Steve Johnson | 4733 JP | OBIC Business Consultants Co., Ltd. | Information Technology | Information Technology Services | Bull | NYSE | Accounting, Margins, Recurring, SMEs, Software | Login |
| Jul 27, 2025 | Fund Letters | Steve Johnson | 3769 JP | GMO Payment Gateway, Inc. | Information Technology | Software - Infrastructure | Bull | NYSE | Cashless, ecommerce, growth, Payments, Software | Login |
| Jul 27, 2025 | Fund Letters | Steve Johnson | PSI CN | Pason Systems Inc. | Other | - | Bull | TSX | Automation, cashflow, Cyclicality, Drilling, energy | Login |
| Jul 27, 2025 | Fund Letters | Chris Welch | AEO | American Eagle Outfitters, Inc. | Consumer Discretionary | Apparel Retail | Bull | NYSE | Apparel, brands, consumer, Margins, retail | Login |
| Jul 27, 2025 | Fund Letters | Chris Welch | ASUR | Asure Software, Inc. | Information Technology | Application Software | Bull | NASDAQ | Compliance, HCM, profitability, SaaS, Scalability | Login |
| Jul 27, 2025 | Fund Letters | Chris Welch | STRW | Strawberry Fields REIT, Inc. | Real Estate | Health Care REITs | Bull | NYSE | Demographics, dividends, healthcare, Leases, REIT | Login |
| Jul 27, 2025 | Fund Letters | Chris Welch | FBIN | Fortune Brands Innovations, Inc. | Industrials | Building Products | Bull | NYSE | brands, Housing, innovation, Pricing, Remodeling | Login |
| Jul 27, 2025 | Fund Letters | Chris Welch | AZZ | AZZ Inc. | Industrials | Electrical Components & Equipment | Bull | NYSE | Coatings, infrastructure, Reshoring, services, valuation | Login |
| Jul 27, 2025 | Fund Letters | Chris Welch | UTZ | UTZ Brands, Inc. | Consumer Staples | Packaged Foods & Meats | Bull | NYSE | brands, deleveraging, growth, Margins, Snacks | Login |
| Jul 27, 2025 | Fund Letters | Chris Welch | NSP | Insperity, Inc. | Industrials | Human Resource & Employment Services | Bear | NYSE | Benefits, Competition, disruption, Margins, Peo | Login |
| Jul 27, 2025 | Fund Letters | Chris Welch | DCO | Ducommun Incorporated | Industrials | Aerospace & Defense | Bull | NYSE | Aerospace, backlog, Defense, leverage, Margins | Login |
| Jul 27, 2025 | Fund Letters | Chris Welch | LEU | Centrus Energy Corp. | Materials | Coal & Consumable Fuels | Bull | NYSE | energy, Enrichment, Nuclear, Policy, Security | Login |
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