Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 22, 2025Twitter / X@AlphaArkInvestTLN Talen Energy Corporation UtilitiesIndependent Power Producers & Energy Traders Bull NASDAQdata center, Grid, Nuclear, nuclear energy, Pjm, Power, Talen, Tln
Jul 22, 2025Twitter / X@investmentideenTBRG TruBridge, Inc. Health Care- Bull NASDAQCanada, Governance, History, Outsourcing, process control, Trubridge, Upitis, Viewgol
Jul 22, 2025Twitter / X@blondesnmoneyCBL CBL & Associates Properties, Inc. Real EstateRetail REITs Bull New York Stock ExchangeCbl, Cbl Has, Cmbs, Mall, Promenade, Properties, Property, Term Loan
Jul 22, 2025Fund LettersScott O'GormanCRM Salesforce, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAgentforce, AI monetization, cloud, CRM, Subscription
Jul 22, 2025Fund LettersScott O'GormanLLY Eli Lilly and Company Health CarePharmaceuticals Bull New York Stock ExchangeDiabetes, duopoly, GLP-1, Obesity, pipeline
Jul 22, 2025Fund LettersScott O'GormanAAPL Apple Inc. Information TechnologyTechnology Hardware Bear NASDAQAI lag, China, exit, services, tariffs
Jul 22, 2025Fund LettersScott O'GormanNOW ServiceNow, Inc. Information TechnologySystems Software Bull New York Stock ExchangeAutomation, Government Spending, ITSM, resilience, Workflow
Jul 22, 2025Fund LettersScott O'GormanMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAzure, Beat And Raise, cloud, growth, productivity
Jul 22, 2025Fund LettersScott O'GormanNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, CUDA, data center, GPUs, infrastructure
Jul 22, 2025Fund LettersDavid Herro6273 JP SMC Corp. IndustrialsIndustrial Machinery Bull New York Stock ExchangeAutomation, CapEx, Cyclicality, Freecashflow, Industrials, Pneumatics
Jul 22, 2025Fund LettersDavid HerroASML ASML Holding N.V. Information TechnologySemiconductor Equipment Bull Euronext Stock ExchangeCapEx, Euv, growth, Lithography, Monopoly, semiconductors
Jul 22, 2025Fund LettersDavid HerroMC FP LVMH Moët Hennessy Louis Vuitton SE Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull Euronext Stock Exchangebrands, cashflow, China, dividends, Luxury, Pricingpower
Jul 22, 2025Fund LettersDavid HerroBABA Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangebuybacks, China, cloud, ecommerce, Regulation, valuation
Jul 22, 2025Fund LettersDavid HerroBAYN GR Bayer AG Health CarePharmaceuticals Bull Xetraconglomerate, Cropscience, litigation, pharma, restructuring, valuation
Jul 22, 2025Fund LettersDavid HerroCON GR Continental AG Consumer DiscretionaryAuto Parts & Equipment Bull XetraAutosuppliers, Electrification, Margins, restructuring, Tires
Jul 22, 2025Fund LettersDavid Herro105560 KS KB Financial Group Inc. FinancialsBanks Bull New York Stock Exchangebanking, buybacks, dividends, Governance, Korea, valuation
Jul 22, 2025Fund LettersTony ConiarisIQV IQVIA Holdings Inc. Health CareLife Sciences Tools & Services Bull New York Stock Exchangeanalytics, Cro, Data, growth, lifesciences, Outsourcing
Jul 22, 2025Fund LettersTony ConiarisCOP ConocoPhillips EnergyOil & Gas Exploration & Production Bull New York Stock Exchangebuybacks, Commodities, energy, Freecashflow, Upstream
Jul 22, 2025Fund LettersTony ConiarisGOOG Alphabet Inc. Class C Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, buybacks, cloud, Margins, Search
Jul 22, 2025Fund LettersTony ConiarisCOF Capital One Financial Corp. FinancialsConsumer Finance Bull New York Stock ExchangeCapital, Consumerfinance, creditcards, Regulation, synergies

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