Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 22, 2025Fund LettersSean M. ThorpeSAF FP Safran SA IndustrialsAerospace & Defense Bull Euronext Stock ExchangeAerospace, Defense, Engines, Maintenance, Modernization
Jul 22, 2025Fund LettersSean M. ThorpeMC FP LVMH Moët Hennessy Louis Vuitton SE FinancialsTextiles, Apparel & Luxury Goods Bull Euronext Stock ExchangeBranding, China, consumer, Luxury, Margins
Jul 22, 2025Fund LettersSean M. ThorpeALC SW Alcon Inc. Health CareHealth Care Equipment Bull Swiss ExchangeCataract, Demographics, Emerging markets, lenses, Ophthalmology
Jul 22, 2025Fund LettersH. George DaiNEO NeoGenomics, Inc. Health CareLife Sciences Tools & Services Bull NASDAQacquisition, diagnostics, guidance, Labs, Oncology
Jul 22, 2025Fund LettersH. George DaiRXO RXO, Inc. IndustrialsTrucking Bull NYSECyclical, efficiency, Freight, Logistics, Volumes
Jul 22, 2025Fund LettersH. George DaiNEOG Neogen Corporation Health CareHealth Care Supplies Bear NASDAQAnimals, diagnostics, Foodsafety, guidance, restructuring
Jul 22, 2025Fund LettersH. George DaiACAD Acadia Pharmaceuticals Inc. Health CareBiotechnology Bull NASDAQbiopharma, growth, Neurology, Prescriptions, Raredisease
Jul 22, 2025Fund LettersH. George DaiUPST Upstart Holdings, Inc. FinancialsConsumer Finance Bull NASDAQAI, Credit, Fintech, growth, Lending
Jul 22, 2025Fund LettersH. George DaiSTRL Sterling Infrastructure, Inc. IndustrialsConstruction & Engineering Bull NASDAQbacklog, construction, Cyclical, datacenters, infrastructure
Jul 22, 2025Fund LettersAnkur CrawfordGLOB Globant SA Information TechnologyIT Consulting & Other Services Bear NYSEcloud, Consulting, Demand, margin, transformation
Jul 22, 2025Fund LettersAnkur CrawfordUNH UnitedHealth Group Incorporated Health CareManaged Health Care Bear NASDAQCosts, guidance, Insurance, Reimbursement, Utilization
Jul 22, 2025Fund LettersAnkur CrawfordAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bull NASDAQEcosystem, Hardware, innovation, Margins, services
Jul 22, 2025Fund LettersAnkur CrawfordMETA Meta Platforms Inc. Communication ServicesInteractive Media & Services Bull NASDAQadvertising, AI, Engagement, monetization, Social
Jul 22, 2025Fund LettersAnkur CrawfordMSFT Microsoft Corporation Information TechnologySystems Software Bull NASDAQAI, cloud, productivity, Software, Subscriptions
Jul 22, 2025Fund LettersAnkur CrawfordNVDA NVIDIA Corporation Information TechnologySemiconductors Bull NASDAQAI, Computing, datacenters, growth, semiconductors
Jul 22, 2025Value Investors ClubrhubarbEPD Enterprise Products Partners LP EnergyOil & Gas Storage & Transportation—NYSEMLP, midstream, NGLs, pipelines, Mont Belvieu, Houston Ship Channel, Duncan family, distribution growth, yield, Permian Basin
Jul 22, 2025Value Investors ClubavahazATG Auction Technology Group Information TechnologyInteractive Media & Services—London Stock Exchangeauctions, marketplaces, SaaS, digital penetration, VAS, I&C, Arts & Antiques, GMV, buybacks, IRR
Jul 22, 2025Value Investors ClubMississippiCoTOST Toast Inc. Information TechnologyApplication Software—NYSEPOS, integrated payments, enterprise, GPPL, interchange+, international expansion, S&M efficiency, competition, accounting presentation, valuation re-rating
Jul 22, 2025Short ThesisBlue Orca CapitalNUTX Nutex Health Inc Health CareHospital Operators Bear NASDAQFraud risk, Governance, Hospitals, Related-party, Roll-up
Jul 22, 2025Short ThesisSpruce PointLMB Limbach Holdings Inc IndustrialsConstruction Bear NASDAQAccounting, Backlog risk, construction, Governance, Margins

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