Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 22, 2025Fund LettersArne AlsinAMZN Amazon.com Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQAI, Automation, AWS, ecommerce, Margins, robotics
Jul 22, 2025Fund LettersArne AlsinTSLA Tesla Inc. Consumer DiscretionaryAutomobile Manufacturers Bull NASDAQAI, Autonomy, mobility, robotaxi, Software, Transportation
Jul 22, 2025Fund LettersArne AlsinBABA US Alibaba Group Holding Ltd. Consumer DiscretionaryInternet & Direct Marketing Retail Bull New York Stock Exchangecashflow, China, cloud, ecommerce, Regulation, valuation
Jul 22, 2025Fund LettersArne AlsinLVS Las Vegas Sands Corp. Consumer DiscretionaryCasinos & Gaming Bull New York Stock ExchangeConsumption, Gaming, leverage, Macau, Reopening, Tourism
Jul 22, 2025Fund LettersArne AlsinWYNN Wynn Resorts Ltd. Consumer DiscretionaryCasinos & Gaming Bull NASDAQChina, Consumption, Discretionary, Gaming, recovery, Tourism
Jul 22, 2025Fund LettersRoss GlotzbachCAN LN Canal+ SA Communication ServicesBroadcasting Bull London Stock ExchangeAfrica, Pay-TV, spin-off, Super-Aggregator, synergies, undervalued
Jul 22, 2025Fund LettersAndrew HollingworthNU Nu Holdings Ltd. FinancialsDigital Banking Bull New York Stock Exchangecompounder, Cost advantage, digital banking, Disruptor, Fintech, Latin America, Scale Economies Shared
Jul 22, 2025Fund LettersLauren C. TempletonBN Brookfield Corporation FinancialsMulti-Sector Holdings Bull New York Stock ExchangeAI data centers, alternative assets, capital deployment, Electrification, Hard assets, inflation hedge, infrastructure, Real Estate
Jul 22, 2025Fund LettersRich EisingerCDW CDW Corporation Information TechnologyIT Services & Consulting Bull NASDAQDistribution, Hardware, Itservices, Margins, Replacementcycle
Jul 22, 2025Fund LettersRich EisingerABNB Airbnb Inc. Consumer DiscretionaryInternet & Direct Marketing Retail Bull NASDAQcashflow, marketplace, Networkeffects, platform, Travel
Jul 22, 2025Fund LettersRich EisingerACGL Arch Capital Group Ltd. FinancialsReinsurance Bull NASDAQInsurance, Pricingcycle, profitability, Reinsurance, underwriting
Jul 22, 2025Fund LettersRich EisingerFI Fiserv Inc. FinancialsData Processing & Outsourced Services Bull New York Stock ExchangeFintech, Merchants, Payments, Recurringrevenue, valuation
Jul 22, 2025Fund LettersRich EisingerADI Analog Devices Inc. Information TechnologyAnalog Semiconductors Bull NASDAQAnalog, cashflow, Cycle, Industrial, semiconductors
Jul 22, 2025Fund LettersRich EisingerFERG Ferguson Enterprises Inc. IndustrialsIndustrial Distribution Bull New York Stock Exchangeconstruction, Distribution, HVAC, Margins, Pricing
Jul 22, 2025Fund LettersRoss GlotzbachPCH PotlatchDeltic Corporation Real EstateTimber REITs Bull NASDAQAsset_Value, dividends, Housing, realestate, Timber
Jul 22, 2025Fund LettersRoss GlotzbachSAM Boston Beer Company, Inc. Consumer StaplesBrewers Bull New York Stock ExchangeBalance_Sheet, Beer, brands, buybacks, Margins
Jul 22, 2025Fund LettersRoss GlotzbachWEST Westrock Coffee Company Consumer StaplesFood & Beverage Processing Bull NASDAQCapacity, cashflow, Coffee, Execution, Insider_Buying
Jul 22, 2025Fund LettersRoss GlotzbachBATRA Atlanta Braves Holdings, Inc. Communication ServicesEntertainment Bull NASDAQ—
Jul 22, 2025Fund LettersRoss GlotzbachCUERVO MM Becle, S.A.B. de C.V. Consumer StaplesDistillers & Vintners Bull New York Stock Exchangebrands, Family_Ownership, Spirits, tequila, valuation
Jul 22, 2025Fund LettersRoss GlotzbachOSCR Oscar Health, Inc. Health CareManaged Health Care Bull New York Stock ExchangeBalance_Sheet, Healthinsurance, Insurtech, Regulation, underwriting

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