Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 27, 2025Fund LettersChris WelchFCN FTI Consulting, Inc. IndustrialsResearch & Consulting Services Bull NYSEAdvisory, cashflow, diversification, growth, restructuring
Jul 27, 2025Fund LettersChris WelchWCC WESCO International, Inc. IndustrialsCapital Goods Bull NYSEDistribution, Electrification, infrastructure, Margins, scale
Jul 27, 2025Fund LettersChris WelchRRR Red Rock Resorts, Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NASDAQcashflow, consumer, Gaming, leverage, resilience
Jul 27, 2025Fund LettersChris WelchFCN FTI Consulting, Inc. IndustrialsResearch & Consulting Services Bull NYSEAdvisory, cashflow, Disputes, diversification, restructuring
Jul 27, 2025Fund LettersChris WelchALK Alaska Air Group, Inc. IndustrialsAirlines Bull NYSEAirlines, Capacity, Cyclicality, Demand, valuation
Jul 27, 2025Fund LettersChris WelchASH Ashland Inc. MaterialsSpecialty Chemicals Bull NYSEChemicals, construction, Sentiment, specialty, valuation
Jul 27, 2025Fund LettersChris WelchICLR ICON plc Health CareLife Sciences Tools & Services Bull NASDAQBookings, growth, Outsourcing, Pipelines, Trials
Jul 27, 2025Fund LettersChris WelchRRX Regal Rexnord Corporation IndustrialsIndustrial Machinery Bull NYSEAutomation, deleveraging, efficiency, Industrials, synergies
Jul 27, 2025Fund LettersChris WelchWCC WESCO International, Inc. IndustrialsCapital Goods Bull NYSEDistribution, Electrification, infrastructure, Margins, scale
Jul 27, 2025Fund LettersChris WelchRRR Red Rock Resorts, Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NASDAQcashflow, consumer, Gaming, leverage, Tourism
Jul 27, 2025Fund LettersChuck BathADBE Adobe Inc Information TechnologyApplication Software Bull NASDAQAI, cashflow, Creativity, growth, Moat, Software, Subscription
Jul 27, 2025Fund LettersChuck BathFERG Ferguson plc IndustrialsTrading Companies & Distributors Bull NYSEconsolidation, construction, Distribution, HVAC, infrastructure, Margins, scale
Jul 27, 2025Fund LettersChuck BathRRX Regal Rexnord Corporation IndustrialsElectrical Components & Equipment Bull NYSEAutomation, deleveraging, efficiency, Industrials, Margins, powertrain, synergies
Jul 27, 2025Fund LettersKrishna MohanrajHAL IN Hindustan Aeronautics Limited EnergyAerospace & Defense Bull NYSEAerospace, backlog, Defense, growth, Localization
Jul 27, 2025Fund LettersEric MintzMMSI Merit Medical Systems, Inc. Health CareHealth Care Equipment Bull NASDAQMargins, Medical devices, Mitigation, Procedures, tariffs
Jul 27, 2025Fund LettersEric MintzBRBR BellRing Brands, Inc. Consumer StaplesPackaged Foods & Meats Bull NYSEBeverages, brands, consumer staples, Inventory, Protein
Jul 27, 2025Fund LettersEric MintzCLBT Cellebrite DI Ltd. Information TechnologyApplication Software Bull NASDAQBudgets, digital forensics, Evidence, law enforcement, Software
Jul 27, 2025Fund LettersEric MintzVNOM Viper Energy, Inc. EnergyOil & Gas Exploration & Production Bull NASDAQAcquisitions, cash flow, dividends, Permian, royalties
Jul 27, 2025Fund LettersEric MintzARIS Aris Water Solutions, Inc. UtilitiesOil & Gas Storage & Transportation Bull NYSEinfrastructure, midstream, Permian, Production, Water
Jul 27, 2025Fund LettersEric MintzBOOT Boot Barn Holdings, Inc. Consumer DiscretionarySpecialty Stores Bull NYSEApparel, Brand, retail, Store growth, tariffs

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