Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 22, 2025Fund LettersMason Hawkins6045 JP Medley, Inc. IndustrialsHuman Resource & Employment Services Bull New York Stock Exchangegrowth, healthcare, Japan, Networkeffects, Recruitment
Jul 22, 2025Fund LettersMason HawkinsTWE AU Treasury Wine Estates Ltd Consumer StaplesBeverages Bull New York Stock Exchangebuybacks, China, Premiumbrands, recovery, Wine
Jul 22, 2025Fund LettersMason HawkinsPHG Koninklijke Philips N.V. Health CareHealth Care Equipment Bull New York Stock ExchangeChina, Margins, Medicaldevices, turnaround, valuation
Jul 22, 2025Fund LettersMason Hawkins035420 KS Naver Corp. Communication ServicesInteractive Media & Services Bull New York Stock ExchangeAI, Discipline, ecommerce, Search, valuation
Jul 22, 2025Fund LettersMason HawkinsENT LN Entain plc Consumer DiscretionaryGaming Bull New York Stock ExchangeBetting, iGaming, profitability, Regulation, turnaround
Jul 22, 2025Fund LettersMason HawkinsMLCO Melco Resorts & Entertainment Ltd. Consumer DiscretionaryCasinos & Gaming Bull NASDAQbuybacks, Gaming, Macau, marketshare, Tourism
Jul 22, 2025Fund LettersMason HawkinsCAN LN Canal+ S.A. Communication ServicesMedia & Entertainment Neutral New York Stock ExchangeAfrica, media, synergies, turnaround, valuation
Jul 22, 2025Fund LettersMason HawkinsGLB ID Glanbia plc Consumer StaplesPackaged Foods Bull New York Stock Exchangebuybacks, Dairy, Margins, Nutrition, Protein
Jul 22, 2025Fund LettersJason WolfJAR LN Jarvis Securities plc FinancialsInvestment Banking & Brokerage Bull New York Stock ExchangeBrokerage, Netcash, recovery, Regulation, Trading
Jul 22, 2025Fund LettersJason WolfSKY Skyline Champion Corporation Consumer DiscretionaryHomebuilding Bull New York Stock Exchangeaffordability, Balance_Sheet, Cyclicality, Housing, manufacturing
Jul 22, 2025Fund LettersJason WolfWCC WESCO International, Inc. IndustrialsIndustrial Distribution Bull New York Stock Exchangecashflow, Cyclicality, Distribution, Electrification, infrastructure
Jul 22, 2025Fund LettersJason WolfPLD Prologis, Inc. Real EstateIndustrial REIT Bull New York Stock ExchangeBalance_Sheet, Industrial, Logistics, NAV, Rents
Jul 22, 2025Fund LettersMatthew FineCRE LN Conduit Holdings Limited FinancialsReinsurance Bull New York Stock ExchangeBookvalue, recovery, Reinsurance, underwriting, Volatility
Jul 22, 2025Fund LettersChristian RytherVFC VF Corporation Consumer DiscretionaryApparel, Accessories & Luxury Goods Bull NYSEApparel, balance sheet, brands, turnaround, valuation
Jul 22, 2025Fund LettersChristian RytherENR GR Siemens Energy AG IndustrialsHeavy Electrical Equipment Bull -Demand, Electrification, energy, Grid, turnaround
Jul 22, 2025Fund LettersChristian RytherGETB LN GetBusy plc Information TechnologyApplication Software Bull NYSEAccounting, growth, Reinvestment, Software, Workflows
Jul 22, 2025Fund LettersChristian RytherFTDR Frontdoor, Inc. Consumer DiscretionaryEnvironmental & Facilities Services Bull NASDAQAllocation, cashflow, Home, services, Subscription
Jul 22, 2025Fund LettersChristian RytherFTRE Fortrea Holdings Inc. Health CareLife Sciences Tools & Services Bull NASDAQbacklog, Clinical, Cro, spinoff, turnaround, valuation
Jul 22, 2025Fund LettersChristian RytherCACC Credit Acceptance Corporation FinancialsConsumer Finance Bull NASDAQbuybacks, cashflow, Credit, Lending, Subprime
Jul 22, 2025Fund LettersChristian RytherAAP Advance Auto Parts, Inc. Consumer DiscretionarySpecialty Stores Bull NYSEautomotive, Margins, ROIC, turnaround, valuation

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