Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 24, 2025Fund LettersGeorge BoltonROK Rockwell Automation Inc. IndustrialsElectrical Components & Equipment Bull New York Stock ExchangeAutomation, Defense spending, Digitalization, industrial AI, manufacturing, Reshoring
Jul 24, 2025Fund LettersGeorge BoltonHWM Howmet Aerospace Inc. IndustrialsAerospace & Defense Bull New York Stock Exchangeaerospace suppliers, Components, Defense, manufacturing, materials, supply chain
Jul 24, 2025Fund LettersGeorge BoltonBA Boeing Company IndustrialsAerospace & Defense Bull New York Stock ExchangeAerospace, air travel, backlog, Defense, Reshoring, turnaround
Jul 24, 2025Fund LettersDoug Tynan3494 JP Money Forward Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAccounting, cloud, Japan, SaaS, Seculargrowth
Jul 24, 2025Fund LettersDoug TynanRMV LN Rightmove plc Communication ServicesInternet Services & Infrastructure Bull New York Stock ExchangeClassifieds, Margins, Monopoly, Pricingpower, Subscriptions
Jul 24, 2025Twitter / X@CousinGraigMRVI Maravai LifeSciences Health CareLife Sciences Tools & Services Bull NasdaqCapacity, Domestic Mrna, mRNA, Mrna Capacity, Mrvi, Mrvi Has, Payments, Sqft
Jul 24, 2025Twitter / X@MultiMismanagedMERC Mercer International MaterialsPaper Products Bull Nasdaqcommodity, Kellogg, Merc, Mercer, Mercer International, Pulp, Replacement, Replacement Cost
Jul 24, 2025Twitter / X@finphysnerdINMD InMode Ltd. Health CareHealth Care Equipment Bear NasdaqConsumables, Declining, Dropping, Inmd, innovation, Medical devices, Revenue Dropping, Unique
Jul 24, 2025Twitter / X@JKeynesAlphaMDB MongoDB, Inc. Information TechnologySystems Software Bull NasdaqAtlas, cybersecurity, infrastructure, Mdb, MongoDB, Revenue, Satellite, Simulation
Jul 24, 2025Fund LettersNick SchommerHWM Howmet Aerospace Inc. IndustrialsSystems Software Bull New York Stock ExchangeAerospace, aftermarket, Gas turbines, market share, Power generation
Jul 24, 2025Fund LettersNick SchommerAVGO Broadcom Inc. Information TechnologyElectronic Components Bull NASDAQAI, custom silicon, efficiency, hyperscalers, semiconductors
Jul 24, 2025Fund LettersNick SchommerORCL Oracle Corp. Information TechnologyConsumer Finance Bull New York Stock ExchangeAI, cloud, Gpu, Rpo, Sovereign Deals
Jul 24, 2025Fund LettersDamian Bird8069 TT E Ink Holdings Inc. Information TechnologyElectronic Components Bull New York Stock ExchangeComponents, Display, Epaper, retail, Structuralgrowth
Jul 24, 2025Fund LettersDamian BirdPDD PDD Holdings Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQChina, discount, ecommerce, Temu, valuation
Jul 24, 2025Fund LettersDamian BirdWIZZ LN Wizz Air Holdings Plc IndustrialsAirlines Bull New York Stock ExchangeAirlines, Europe, leverage, recovery, ULCC
Jul 24, 2025Fund LettersDamian BirdDLO dLocal Limited FinancialsTransaction & Payment Processing Services Bull NASDAQCrossborder, emergingmarkets, Fintech, growth, Payments
Jul 24, 2025Fund LettersDamian BirdBABA Alibaba Group Holding Limited Consumer DiscretionaryBroadline Retail Bear New York Stock ExchangeChina, cloud, Competition, ecommerce, Reinvestment
Jul 24, 2025Fund LettersDamian BirdTME Tencent Music Entertainment Group Communication ServicesMovies & Entertainment Bull New York Stock ExchangeChina, Margins, Music, platform, Streaming
Jul 24, 2025Fund LettersAndrew MackenFND Floor & Decor Holdings, Inc. Consumer DiscretionarySpecialty Stores Bull New York Stock ExchangeFlywheel, Hard Flooring, Housing, retail, scale
Jul 24, 2025Fund LettersHarry BurnDIS The Walt Disney Company Communication ServicesEntertainment Bull New York Stock Exchangemedia, scale, sports, Streaming, transformation

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