Investment Pitches
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| Date | Pitch Type | Author | Ticker | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|---|
| Jul 22, 2025 | Fund Letters | Derek Johnston | MTD | Mettler-Toledo International Inc. | Health Care | Health Care Equipment | Bear | NYSE | China, Cyclicality, Geopolitics, instruments, valuation | Login |
| Jul 22, 2025 | Fund Letters | Derek Johnston | NET | Cloudflare, Inc. | Information Technology | IT Services | Bull | NYSE | cloud, cybersecurity, Edge, growth, Platforms | Login |
| Jul 22, 2025 | Fund Letters | Derek Johnston | FICO | Fair Isaac Corporation | Information Technology | Data Processing & Outsourced Services | Bull | NYSE | analytics, Credit, Moats, Scoring, Software | Login |
| Jul 22, 2025 | Fund Letters | Derek Johnston | AAON | AAON, Inc. | Industrials | Building Products | Bull | NASDAQ | datacenters, efficiency, growth, HVAC, Secular | Login |
| Jul 22, 2025 | Fund Letters | Derek Johnston | POOL | Pool Corporation | Industrials | Distributors | Bull | NASDAQ | cashflow, Distribution, Interest rates, Leisure, Maintenance | Login |
| Jul 22, 2025 | Fund Letters | Derek Johnston | ROP | Roper Technologies, Inc. | Information Technology | Application Software | Bull | NASDAQ | Acquisitions, cashflow, compounder, Recurring, Software | Login |
| Jul 22, 2025 | Fund Letters | Derek Johnston | WSO | Watsco, Inc. | Industrials | Trading Companies & Distributors | Bull | NYSE | Distribution, HVAC, Replacement, Sunbelt, Transition | Login |
| Jul 22, 2025 | Fund Letters | Derek Johnston | WCN | Waste Connections, Inc. | Industrials | Environmental & Facilities Services | Bull | NYSE | cashflow, Contracts, Pricing, Recycling, waste | Login |
| Jul 22, 2025 | Fund Letters | Derek Johnston | CPRT | Copart, Inc. | Industrials | Diversified Support Services | Bull | NASDAQ | Auctions, compounding, Insurance, Margins, Salvage | Login |
| Jul 22, 2025 | Fund Letters | Derek Johnston | VEEV | Veeva Systems Inc. | Health Care | Health Care Technology | Bull | NYSE | CRM, pharma, Recurring, SaaS, Workflows | Login |
| Jul 22, 2025 | Fund Letters | Derek Johnston | IDXX | IDEXX Laboratories, Inc. | Health Care | Health Care Equipment | Bull | NASDAQ | Consumables, diagnostics, Margins, Secular, Veterinary | Login |
| Jul 22, 2025 | Fund Letters | Derek Johnston | GWRE | Guidewire Software, Inc. | Information Technology | Application Software | Bull | NYSE | cloud, Insurance, Margins, Modernization, SaaS | Login |
| Jul 22, 2025 | Fund Letters | Derek Johnston | HEI.A | HEICO Corp. | Other | Aerospace & Defense | Bull | NYSE | Aerospace, aftermarket, Aviation, compounding, Maintenance | Login |
| Jul 22, 2025 | Fund Letters | Derek Johnston | BSY | Bentley Systems, Inc. | Information Technology | Application Software | Bull | NASDAQ | ARR, Government, growth, infrastructure, Software | Login |
| Jul 22, 2025 | Fund Letters | Bob Mitchell | RBC | RBC Bearings, Inc. | Consumer Discretionary | Industrial Machinery | Bull | NYSE | Aerospace, Bearings, Industrial, Margins, Quality | Login |
| Jul 22, 2025 | Fund Letters | Bob Mitchell | GWRE | Guidewire Software, Inc. | Information Technology | Systems Software | Bull | NYSE | Bookings, cloud, Insurance, Margins, SaaS | Login |
| Jul 22, 2025 | Fund Letters | Bob Mitchell | AXON | Axon Enterprise, Inc. | Industrials | Aerospace & Defense | Bull | NASDAQ | AI, Automation, growth, Publicsafety, Software | Login |
| Jul 22, 2025 | Fund Letters | Bob Mitchell | ROAD | Construction Partners, Inc. | Industrials | Construction & Engineering | Bull | NASDAQ | backlog, construction, Funding, infrastructure, Margins | Login |
| Jul 22, 2025 | Fund Letters | Bob Mitchell | SLP | Simulations Plus, Inc. | Health Care | Life Sciences Tools & Services | Bear | NASDAQ | Demand, Drugdevelopment, Margins, restructuring, Software | Login |
| Jul 22, 2025 | Fund Letters | Bob Mitchell | KIDS | OrthoPediatrics Corp. | Health Care | Health Care Equipment | Bull | NASDAQ | growth, guidance, Implants, Margins, Pediatrics | Login |
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