Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 23, 2025Fund LettersMaya BittarTEL TE Connectivity Ltd. Information TechnologyElectronic Components Bull New York Stock ExchangeAutomation, Connectivity, growth, Industrials, Margins
Jul 23, 2025Fund LettersMaya BittarJPM JPMorgan Chase & Co. FinancialsDiversified Banks Bull New York Stock Exchangebanking, buybacks, Capitalmarkets, Regulation, scale
Jul 23, 2025Fund LettersMaya BittarMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, cloud, enterprise, scale, Software
Jul 23, 2025Fund LettersMaya BittarAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQEcosystem, Hardware, Margins, Regulation, services
Jul 23, 2025Fund LettersMaya BittarORCL Oracle Corporation Information TechnologyApplication Software Bull New York Stock ExchangeAI, backlog, cloud, enterprise, growth
Jul 23, 2025Fund LettersRudi van NiekerkART SJ Argent Industrial Limited MaterialsIndustrial Conglomerates Bull Johannesburg Stock Exchangebuybacks, capital allocation, cashflow, Diversification :Contentreference[Oaicite:0]{Index=0}, Industrial, valuation
Jul 23, 2025Fund LettersTim EriksenENDI ENDI Corp. FinancialsAsset Management & Custody Banks Bull -asset management, AUM growth, cash flow, Margins, valuation
Jul 23, 2025Fund LettersTim EriksenPROM Propel Media Inc. EnergyInteractive Media & Services Bull -advertising, arbitrage, digital media, microcap, valuation
Jul 23, 2025Fund LettersOwen FitzpatrickZTS Zoetis Inc. Health CarePharmaceuticals Bear NYSEAnimalhealth, Competition, Demand, growth, Margins, portfolio, Pricing, valuation
Jul 23, 2025Fund LettersOwen FitzpatrickEXPE Expedia Group, Inc. Consumer DiscretionaryHotels, Resorts & Cruise Lines Bear NASDAQCompetition, Cyclical, Demand, Margins, recession, tariffs, Travel, Volatility
Jul 23, 2025Fund LettersOwen FitzpatrickCB Chubb Limited FinancialsProperty & Casualty Insurance Bear NYSECapital, Insurance, Margins, premiums, Pricing, Rotation, underwriting, valuation
Jul 23, 2025Fund LettersOwen FitzpatrickBDX Becton, Dickinson and Company Health CareHealth Care Supplies Bear NYSEdiagnostics, Funding, growth, guidance, Margins, Medtech, Policy, tariffs
Jul 23, 2025Fund LettersOwen FitzpatrickAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, buybacks, diversification, dividend, Freecashflow, Margins, Networking, semiconductors
Jul 23, 2025Fund LettersOwen FitzpatrickORCL Oracle Corporation Information TechnologySystems Software Bull NYSEbacklog, buybacks, cloud, infrastructure, Margins, Recurring, SaaS, Software
Jul 23, 2025Value Investors Clubcuyler1903DGX Quest Diagnostics Inc. Health CareHealth Care Services—NYSEdiagnostics, healthcare services, LabCorp, duopoly, chronic disease, obesity, diabetes, early detection, long-term compounder
Jul 23, 2025Value Investors ClubBookWithLegsANEB Anebulo Pharma Inc. Health CareBiotechnology—NASDAQreverse split, go-dark, SEC deregistration, microcap, cash-out, arbitrage, liquidity risk, proxy, short idea
Jul 23, 2025Value Investors Clubstyx1003FEMY Femasys Inc. Health CareHealth Care Equipment—NASDAQmedtech, women’s health, fertility, contraception, Essure, special situation, FDA, CE mark, pivotal trial, microcap
Jul 23, 2025Value Investors Clubdman976FWRD Forward Air Corp. IndustrialsAir Freight & Logistics—NASDAQtakeover, M&A, strategic alternatives, private equity, LTL, logistics, event-driven, activism
Jul 23, 2025Short ThesisBMF ReportsATHR Aether Holdings Inc Information TechnologyVirtual Reality Bear NASDAQGovernance, Lock-up risk, Related-party, Shell entities, VR
Jul 23, 2025Short ThesisSunshine ResearchFLUX Flux Power Holdings Inc IndustrialsElectrical Equipment Bear NASDAQDilution, Industrial storage, Lithium batteries, Margins, Supplier risk

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