Date Pitch Type Author Ticker Company Industry Sub Industry Bull / Bear Stock Exchange Keywords Action
Jul 21, 2025Fund LettersMatthew SweeneyPAR PAR Technology Corp. Information TechnologyApplication Software Bull New York Stock ExchangeOperatingleverage, pipeline, POS, Restaurants, SaaS
Jul 21, 2025Fund LettersMatthew SweeneyNN NextNav Inc. Information TechnologyCommunications Equipment Bull NASDAQGps, Nationalsecurity, Optionality, Regulation, Spectrum
Jul 21, 2025Fund LettersMatthew SweeneyLFCR Lifecore Biomedical Inc. Health CarePharmaceuticals Bull NASDAQacquisition, CDMO, Injectables, Reshoring, tariffs
Jul 21, 2025Fund LettersMatthew SweeneySES CN SECURE Waste Infrastructure Corp. IndustrialsEnvironmental & Facilities Services Bull Toronto Stock Exchangebuybacks, infrastructure, Margins, rerating, waste
Jul 21, 2025Fund LettersMatthew SweeneyCLAR Clarus Corp. Consumer DiscretionaryLeisure Products Bull NASDAQbrands, Options, Outdoor, restructuring, sale
Jul 21, 2025Fund LettersKris KelleyPII Polaris Inc. Consumer DiscretionaryLeisure Products Bull New York Stock Exchangebuybacks, capital allocation, Powersports, Sum-of-the-Parts, turnaround
Jul 21, 2025Fund LettersDean McQuiddySNEX StoneX Group Inc. FinancialsCapital Markets Bull NASDAQacquisition, Capital markets, competitive position, earnings growth, Record Revenues
Jul 21, 2025Fund LettersBrent Jackson6930 JP Nippon Antenna Co., Ltd. Information TechnologyCommunications Equipment Bull New York Stock ExchangeCost Controls, deep value, Japan, Net-Net, Overcapitalized Balance Sheet, turnaround
Jul 21, 2025Fund LettersBrent Jackson7229 JP Yutaka Giken Co., Ltd. Consumer DiscretionaryAuto Components Bull New York Stock ExchangeAuto parts, Japan, liquidation value, Operational Momentum, value investing
Jul 21, 2025Fund LettersJB TaylorGSHD Goosehead Insurance, Inc. FinancialsInsurance Bull NASDAQBrokerage, franchise, Insurance, productivity, scaling, technology
Jul 21, 2025Fund LettersMick RasmussenHQY HealthEquity, Inc. FinancialsAsset Management & Custody Bull New York Stock ExchangeCustody, cybersecurity, Healthcarefinance, Hsas, Operatingleverage
Jul 21, 2025Fund LettersMick RasmussenGWRE Guidewire Software, Inc. Information TechnologyApplication Software Bull New York Stock ExchangeCloudmigration, Insurancesoftware, Modernization, SaaS, Switchingcosts
Jul 21, 2025Fund LettersMick RasmussenINSP Inspire Medical Systems, Inc. Health CareMedical Devices Bull New York Stock ExchangeAdoption, innovation, Medicaldevices, Procedures, Sleepapnea
Jul 21, 2025Fund LettersMick RasmussenNSA National Storage Affiliates Trust Real EstateSelf-Storage REIT Bull New York Stock ExchangeAcquisitions, consolidation, Interestrates, REIT, Selfstorage
Jul 21, 2025Fund LettersMick RasmussenSKY Champion Homes, Inc. Consumer DiscretionaryHomebuilding Neutral New York Stock Exchangeaffordability, Housing, Interestrates, Margins, Modularhousing
Jul 21, 2025Fund LettersKen KorngiebelGDYN Grid Dynamics Holdings, Inc. Information TechnologyIT Services Bear NASDAQDigital transformation, Generative Ai Risk, IT services, macro headwinds, Outsourcing
Jul 21, 2025Fund LettersKen KorngiebelAGYS Agilysys, Inc. Information TechnologySoftware Bull NASDAQcontrarian, Execution Issues, Hospitality Software, Management Meeting, market share
Jul 21, 2025Fund LettersKen KorngiebelROAD Construction Partners, Inc. IndustrialsConstruction & Engineering Bull NASDAQearnings growth, infrastructure spending, M&A, Road Construction, Roll-up
Jul 21, 2025Fund LettersKen KorngiebelLMB Limbach Holdings, Inc. IndustrialsConstruction & Engineering Bull NASDAQBuilding Systems, HVAC, margin expansion, Owner-direct, strategic pivot, turnaround
Jul 21, 2025Fund LettersGeorge L. Smith IIIPWR Quanta Services, Inc. IndustrialsConstruction & Engineering Bull New York Stock Exchangebacklog, Electrification, Grid, infrastructure, utilities

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