Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 24, 2025Fund LettersHarry BurnAES The AES Corporation UtilitiesIndependent Power and Renewable Electricity Producers Bull New York Stock Exchangedata centers, infrastructure, renewable energy, tax credits, utilities
Jul 24, 2025Fund LettersHarry BurnFLEX Flex Ltd. Information TechnologyElectronic Equipment, Instruments & Components Bull NASDAQAI infrastructure, data centers, manufacturing, Outsourcing
Jul 24, 2025Fund LettersHarry BurnHOLX Hologic, Inc. Health CareHealth Care Equipment & Supplies Bull NASDAQBuyout Rumors, diagnostics, PE ratio, valuation, women's health
Jul 24, 2025Fund LettersHarry BurnTEVA Teva Pharmaceutical Industries Limited Health CarePharmaceuticals Bull New York Stock Exchangedrug pipeline, growth acceleration, pharmaceuticals, turnaround
Jul 24, 2025Fund LettersSteven L. KielENDI ENDI Corp. FinancialsAsset Management Bull Dubai Financial MarketAssetmanagement, AUM, cashflow, discount, growth, valuation
Jul 24, 2025Fund LettersSteven L. KielLQDA Liquidia Corporation Health CareBiotechnology Bull NASDAQBiotech, Commercialization, growth, Prescriptions, Trials, valuation
Jul 24, 2025Value Investors ClubOCNYguyCLS. Celestica Inc. Information TechnologyElectronic Manufacturing Services (EMS)—NYSEAI capex, data centers, HPS, hyperscalers, 800G/1.6T ethernet, network switches, inference (OpenAI, Groq), ASIC, divestiture, SOTP, margin expansion, re-rating
Jul 24, 2025Value Investors Clubjhu2000WW Weight Watchers International, Inc. Consumer DiscretionarySpecialized Consumer Services—NYSEGLP-1, Wegovy, Zepbound, telehealth, clinical services, Behavioral, bankruptcy emergence, cost cuts, FCF, Novo Nordisk, Eli Lilly, subscribers, ARPU, leverage re-rate
Jul 24, 2025Short ThesisGotham City ResearchTPL Texas Pacific Land Corp EnergyOil & Gas E&P Bear -—
Jul 23, 2025Twitter / X@InvestSpecialSCHL Scholastic Corporation Communication ServicesPublishing Bull NASDAQdebt, Evaluators, Marketing Software, Retail Space, Satellite, Soho, Space, Sqft
Jul 23, 2025Twitter / X@CParyse86296SCHL Scholastic Corporation Consumer DiscretionaryPublishing Bull NasdaqEstate, Logistics, Logistics Real Estate, process control, Publishing, Real Estate, Schl, Trading Ebitda
Jul 23, 2025Fund LettersDan RollerVTY LN Vistry Group PLC Consumer DiscretionaryHomebuilding Bull London Stock Exchangebuybacks, Capital-light, homebuilding, Partnerships, Roce, UK
Jul 23, 2025Fund LettersWill ThomsonENVX Enovix Corporation IndustrialsElectrical Components & Equipment Bull NASDAQBatteries, Energy-Density, growth, innovation, Shortsqueeze, Silicon-Anode
Jul 23, 2025Fund LettersWill Thomson6368 JP Organo Corporation IndustrialsMachinery Bull New York Stock ExchangeFabs, Purification, semiconductors, Triopoly, valuation, Water
Jul 23, 2025Fund LettersWill ThomsonCHG LN Chemring Group PLC IndustrialsAerospace & Defense Bull New York Stock ExchangeBudgets, Defense, duopoly, Energetics, Pricingpower, Rearmament
Jul 23, 2025Fund LettersMaya BittarUNH UnitedHealth Group Inc. Health CareManaged Health Care Bull New York Stock Exchangehealthcare, Managedcare, Medicare, recovery, valuation
Jul 23, 2025Fund LettersMaya BittarLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeDiabetes, innovation, Obesity, pharma, pipeline
Jul 23, 2025Fund LettersMaya BittarPGR Progressive Corporation FinancialsProperty & Casualty Insurance Bull New York Stock ExchangeData, Insurance, Pricing, profitability, underwriting
Jul 23, 2025Fund LettersMaya BittarDHR Danaher Corporation Health CareLife Sciences Tools & Services Bull New York Stock ExchangeBiotech, Cyclicality, diagnostics, Lifescience, Margins
Jul 23, 2025Fund LettersMaya BittarNEE NextEra Energy, Inc. UtilitiesElectric Utilities Bull New York Stock Exchangebacklog, dividends, Regulation, renewables, utilities

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