Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 21, 2025Twitter / X@realrosecelineDLO DLocal Ltd. Information TechnologyData Processing & Outsourced Services Bull NASDAQconsumer lending, Crypto, Dlo, Emerging markets, Fintech, Payments, Pedro, Satellite
Jul 21, 2025Twitter / X@A_May_MDABVX Abivax SA Health CareBiotechnology Bull NASDAQAbvx, Colitis, cybersecurity, Europe, france, Induction, Readout, Slide
Jul 21, 2025Twitter / X@pandawatch88TCOM Trip.com Group Limited Consumer DiscretionaryHotels, Resorts & Cruise Lines Bull NASDAQBooking, China, Chinese, Europe, Expedia, Government IT, Japan, Trip
Jul 21, 2025Twitter / X@WelfareCapLLCRDVT Red Violet, Inc. IndustrialsResearch & Consulting Services Bull NASDAQAssociations, CAGR, Forewarn, Idi, Pretty, Realtor, Realtors, You Got
Jul 21, 2025Twitter / X@JKeynesAlphaGTLB GitLab Inc. Information TechnologySystems Software Bull NASDAQAgentic, development, Duo, Gitlab, Satellite, Simulation, Software, Software Development
Jul 21, 2025Fund LettersJack BeiroSHOO Steven Madden, Ltd. Consumer DiscretionaryFootwear Bull NASDAQacquisition target, Footwear, Free Cash Flow, Succession, valuation
Jul 21, 2025Fund LettersMichael E. SchroerDT Dynatrace, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeAI, Automation, cloud, Monitoring, observability, Software
Jul 21, 2025Fund LettersMichael E. SchroerTMO Thermo Fisher Scientific Inc. Health CareLife Sciences Tools & Services Bear New York Stock ExchangeFunding, headwinds, Laboratories, life sciences, tariffs, Tools
Jul 21, 2025Fund LettersMichael E. SchroerFI Fiserv, Inc. FinancialsData Processing & Outsourced Services Bull New York Stock ExchangeFintech, growth, Merchants, Payments, POS, valuation
Jul 21, 2025Fund LettersMichael E. SchroerAAPL Apple Inc. Information TechnologyTechnology Hardware, Storage & Peripherals Bear NASDAQAI, Ecosystem, Hardware, Regulation, Smartphones, tariffs
Jul 21, 2025Fund LettersMichael E. SchroerFIX Comfort Systems USA, Inc. IndustrialsConstruction & Engineering Bull New York Stock Exchangebacklog, construction, Contracting, growth, HVAC, Margins
Jul 21, 2025Fund LettersMichael E. SchroerAVGO Broadcom Inc. Information TechnologySemiconductors Bull NASDAQAI, cashflow, growth, hyperscalers, Networking, semiconductors
Jul 21, 2025Fund LettersMichael E. SchroerBBY LN Balfour Beatty plc IndustrialsConstruction & Engineering Bull New York Stock Exchangebacklog, construction, Defense, infrastructure, Projects, UK
Jul 21, 2025Fund LettersMichael E. SchroerCLS CN Celestica Inc. Information TechnologyElectronic Manufacturing Services Bull New York Stock ExchangeAI, Canada, electronics, hyperscalers, manufacturing, Networking
Jul 21, 2025Fund LettersDaniel LysikNBR Nabors Industries Ltd. EnergyOil & Gas Drilling Bull New York Stock ExchangeAutomation, cashflow, deleveraging, Drilling, synergies
Jul 21, 2025Fund LettersDaniel LysikJELD JELD-WEN Holding Inc. IndustrialsBuilding Products Bull New York Stock ExchangeBuildingproducts, Costcutting, Housing, Margins, turnaround
Jul 21, 2025Fund LettersDaniel LysikTPC Tutor Perini Corp. IndustrialsConstruction & Engineering Bull New York Stock Exchangebacklog, construction, infrastructure, Margins, recovery
Jul 21, 2025Fund LettersDaniel LysikGCI Gannett Co. Inc. Communication ServicesPublishing Bull New York Stock Exchangecashflow, Digital, media, turnaround, valuation
Jul 21, 2025Fund LettersMatthew SweeneyTHRY Thryv Holdings Inc. Information TechnologyApplication Software Bull NASDAQOptimism, SaaS, SMB, Transition, valuation
Jul 21, 2025Fund LettersMatthew SweeneyVTY LN Vistry Group PLC Consumer DiscretionaryHomebuilding Bull New York Stock ExchangeBookvalue, Grants, Housing, Partnerships, recovery

Join for free and get access to the buyside

Get insights from the world's most influential hedge fund investors direct to your inbox

join for free
buysidedigest hedge fund letters for investors

Follow Us On: